Millionaires Club
In the first instance you will need to be a business partner of NLIFA. The club is designed for the elite business partners currently operating with NLIFA.
Millionaires Club members demonstrate an exceptional level of motivation, enterprise and ambition. They are selected in based upon current results and the aspiration to develop an annual £1m turnover business within the Financial Services sector.
Club membership is free to those who have been successful in gaining entry. However, a significant commitment is required from all those who aspire to join.
The club is headed up by Mark Hobbs who acts as a non-executive director to all member businesses. There is weekly interaction, monthly strategic management meetings of all members and assessment of objectives/results in terms of recruitment and new business also undertaken monthly.
All members attend quarterly conferences where management excellence and success principles are taught. These are two day events where speakers are engaged to deliver seminars designed to improve the standard of excellence in every business within the club. All speakers bring with them a significant track record in small business development. Most of them are internationally recognised.
If you are interested in applying for membership please contact Mark Hobbs in the first instance. Click here to email Mark
Currently there are 10 members of the club. Please see their details below:
AMMFS
Overview of our proposition
Plotting your road map to prosperity
We are an experienced business established over 10 years ago. Our offices are based in Sittingbourne, Kent.
We are able to offer a route map to a career as either a Financial Planner, Mortgage Adviser or Will Writer with full training and support and are actively seeking individuals who wish to change or further their careers or return to work following redundancy or bringing up their families on a self- employed basis.
Our philosophy is that Advisers should spend their time meeting clients rather than doing paperwork so we offer our advisers a full administrative and Para-planning service enabling them to do this.
Mentoring and support is offered by our experienced Adviser for those on training. Office facilities are available, however our advisers can be home based and do not need to be local to us.
In addition to all this we provide excellent remuneration packages.
Structure
We have the following departments:
Sales
The Sales department is managed by Angela Melanophy, who is a Financial Adviser with 20 years' experience in the financial Services industry. She is qualified to DipFA and CeRER. She is responsible for the sales team and helps our advisers and will writers to grow their businesses within our framework by mentoring and supporting them.
Administration
The Administration department is managed by Perri Wood, who is responsible for providing with her assistants a full admin support and Para-planning service for the sales team.
Angela and Perri are co-owners of the business.
Equity Assured
I have been a mortgage advisor since 2004 and started working for Countrywide Mortgage Services in their Mann Countrywide Estate Agents in Ashford Kent where I remained up to late 2007.
The dramatic change in the availability of credit and swift decline of the mortgage market prompted me to leave this employed position and after a year or so of working on a self employed basis with a local mortgage brokers I established Equity Assured Financial Services.
Having now recruited some experienced advisors into the team we have started to diversify away from reliance on mortgages and now look more seriously at other financial services products such as wills & insurance. With this in mind we aim to recruit other advisors (experienced or not) who would like to be part of this positive team.
New recruits into the business will have a mentor allocated to them, a senior and experienced advisor from which they will receive advice, guidance, support and most importantly will work together on sales achieved by the senior advisor. This gives the trainee a unique opportunity to start learning immediately & start earning immediately. In time through experience and training the junior will become the senior, whereupon we will wish to allocate a trainee to work with them in a para-planner type role.
Another aim of Equity Assured is to recruit a team of will writers. These guys will be developing their own business's within Equity Assured, however will also work closely with the senior advisors so that potential sales opportunities can be established.
Having this 2 stage sales process ensures maximum chances of conversion of leads and also releases the senior consultants from the mundane application & sales chasing process after the advise/sale has been made. Senior consultants will be trained in marketing tactics as too will will writers.
Equity Assured also has an opportunity for an IFA to join the team. Referrals will be made.
Therefore Equity Assured is looking for...
- Experienced Advisors who want to earn a great commission split and will be free from the mundane application process in return for passing on their knowledge to trainees
- Trainee Advisors who would like the opportunity to learn the skills required to succeed in todays tough market.
- Will Writers wishing to develop their business's alongside the advisors with the possibility of developing their skills later by becoming advisors.
- An IFA
Rob Wight
Omni Finance
Omni Finance were formed in September 2005 and incorporated in April 2008.
Simon started working in Financial Services in August 2006. He is married to Elaine and recently celebrated their 25th Anniversary. They have 3 children (Germma,Natasha and Jack) for whom he is extremely proud.
Although his sporting days are now a fading memory he still attempts to remain fit by attending his local gym, although it seems to be a losing battle!
Simon passionately believes in the benefits of taking advice, especially when selecting 'Mortgages' or 'Protection Contracts'. He believes the majority of clients do not have the time to compare their options and that 'Specialist' advice can tailor plans to suit their needs, preferences and budget!
Omni Finance is a rapidly expanding family business, committed to 'Old Fashioned' values but driven to offer a 'First Class' service to both their existing and new clients.
Our Promise
- No obligation
- Professional
- Honest and straightforward
- Clear and impartial
- Totally confidential
We work with integrity, skill, care and diligence in all that we do. We always put our clients' interests first. We communicate clearly and concisely, offering the best advice available, and in so doing, we build trust by protecting our clients' interests and always treating our customers fairly.
Omni Finance takes the training and development of its people very seriously. In the constantly changing economic climate it has been our priority to make sure we are up to speed with the latest changes in the market and financial criteria.
We are a company with old fashion values, offering a free initial consultation, either at our office, your workplace or within the comfort of your own home.
Omni Finance now recruiting the following;
- Mortgage and Protection advisers to place in Estate Agents across the South
- New entrants on a part time basis to sell Protection products - Training provided through 'Stepping Stones' programme which can eventually qualify you to undertake mortgage business and even through to IFA status
- Will writers- Full training provided if required
We will;
- increase your current income by 25% in the first year
- obtain and pay for your membership to a BNI Chapter as near to your location as possible
- if available, secure you an Estate Agents desk to work from
Beauwater
Financial advice when you need it!
That's what's on offer from Beauwater.
Our impartial financial advice covers everything from Mortgages, Life Insurance, Critical Illness Cover and General Insurance to Will Writing.
"Right from our first contact, we pride ourselves on our professional outlook and customer service - and our continued client support," said principle mortgage specialist Simone Gilks.
"We are passionate about helping our customers make the right decisions now, as what you decide today will have a big impact on your future."
"We will always go that extra mile to ensure we do the best for our customers, whether that is working late, making that extra phone call or late-night visits."
The aim is to impress you with our advice and service - so that we keep you as a customer for life.
"We live in a fast and furious world, and we believe the nature of making money has detracted many businesses from that all-important personal touch," said Simone.
"The downside of this is that many businesses are not getting to know their customers as the pressures of sales targets mean they simply don't have time to build relationships of trust".
"At Beauwater, we don't believe in the sales culture - but instead we believe in the service culture".
"Yes, time is precious. But we won't jeopardise making the right decision just to save a few minutes".
"We believe in taking the time to be thorough, choosing the right product and finding the right solutions".
Beauwater has offices in Cambridge - but our agents will also visit clients at a time to suit their needs and at a place of their choice, either at home or at work.
For a confidential and impartial chat about how we can help you with your financial matters, give us a call on 01223 322278 or visit www.beauwater.co.uk
*We are currently recruiting high-quality individuals across a number of key areas throughout East Anglia.
You will be confident and experienced in a customer facing sales environment, able to achieve targets, generate new clients and work effectively with your colleagues to achieve further sales. You'll also enjoy a unique company spirit that believes in giving people the freedom to do a great job and the support to reach your biggest ambitions.
Should you wish to enquire please submit your CV and a covering letter via email to simone.gilks@beauwater.com or call 07798 618847 to apply for a position. *Please visit our website: www.beauwater.co.uk/recruitment
Lowrie-Herz Associates
Business and Family Survival Consultants
Hi, I'm Terry (the one in the orange jersey with my fantastic family) the driver behind Lowrie-Herz Associates. My background encompasses many years of business progress. I owned and grew my own Advertising, PR and film production company until I decided to sell out. For 2 years I had plenty of money but was in the wilderness and trying to find a direction I wanted to move in. I fell into the Financial World and found I really enjoyed making an "honest living" genuinely helping people. Originally joining a financial planning company to gain experience I headed up and trained a new sales force for the border counties between England and Wales. I was then head hunted and joined another company carrying out the same forward thinking sales management role. I left to start Lowrie-Herz Associates, eventually joining the Newleaf "Network" in 2009 - and have never looked back.
Through Newleaf, if you are new into the industry, you get fantastic support system second to absolutely no-one in the financial arena. Good news so far. If you are an experienced advisor you get exactly the same.
With Lowrie-Herz Associates, in addition, you get me.
That equates to full hands on sales training and motivation covering the financial selling market with regular weekly meetings. But let's understand one thing first. You are a self employed sales person if you join Lowrie-Herz Associates. Thankfully you will be a very honest sales person who will become equipped, trained and motivated to really help your clients.
Part of how we equip you is as follows:
Training in the field, Telephone Techniques, How to get an appointment, How to get new clients, IDD/Terms Of Business presentation and how to make this memorable for the client, How to run and control the first client meeting, How to ask for the order, How to ask for referrals, How to cold call, How to compose a letter/leaflet/email, How to create the need for the client to purchase How to give the wife the reasons to make a buying decision, Planning the diary, Keeping sales figures/facts and how to use these to increase productivity, Shows and exhibitions, How to accept No, How to tell the truth - how the client wants to hear it, Networking - how to make it work, How to succeed by doubling your rate of failure, Plant, cultivate, harvest, How to do the simple things - consistently.
Most of this is pure common sense and will just act as a reminder to you but regularly and consistently revisiting subjects enables you to understand and implement them. The most important factor you get by joining Lowrie-Herz Associates is the ability and total belief you can and will live your dreams. You can and will succeed. Whether you start as a will writer - I like to call you an Estate Practitioner - or trainee or a fully experienced financial advisor - your progress and success becomes the motivation for others to learn to succeed you become part of a TEAM.
Call me anytime on 08000 43 53 42 or email terry@lowrieherz.co.uk
City & Country Financial Services
"FINANCIAL SUCCESS FOR FINANCIAL PROFESSIONALS"
I joined the Financial Services industry in 2006 and saw it through both the good and bad times. Throughout my work as a Financial Professional I have met, spoken and provided my services to hundreds of clients which have led me to discover something very interesting and powerful about people and their finances:
People don't actually have financial goals and objectives - they have life plans and dreams which require financial solutions so those plans and dreams can be achieved.
The job of any Financial Professional is not about selling Mortgages, Life Insurance Policies or Pension Plans. In City & Country Financial Services (CCFS) we believe that our job is to learn and to discover our clients` goals, plans and inspirations and help them make their dreams come true using Financial Planning tools, solutions and strategies.
We treat every one of our clients as well as our Advisors, as members of our family. Our vision is to help 5,000 people live the life they desire and to take 25 Financial Professionals from £0 to £100K in 100 weeks. This is a huge goal and to achieve it we invite Advisors who share our philosophy and our vision to join our Family.
We are based in North London and we are currently looking for:
- Trainee Mortgage & Protection Advisors
- Trainee IFAs
- Experienced Advisors
- Trainee Will Writers
We have created and tested a system which does not fail. If you are focused, hardworking and willing to go the extra mile then we would like to hear from you. Your success is our priority. Join the Family.
Lina Bourdon, MD
City & Country Financial Services Ltd
Email your CV to info@candcfs.com
Mortgage Processing Centre Direct
Based near the centre of Leeds and with over 14 years experience in the mortgage industry David Stringer heads our team of knowledgeable and dedicated staff. Supported by his wife Shona, David is a family man with 3 young children so understands the importance of time management and is readily available to speak to his clients at whichever time suits them best.
Surviving what has been a difficult time in the industry we have built our business to be stronger than ever, offering our clients the best in terms of service and advice which keeps them coming back to us time and after time, and given that the majority of our business comes from referral they are sending their friends and family too!
We have over the past 4 years built up some excellent relationships with local and national firms of solicitors and accountants who are also happy to refer their clients to us. We have worked with Housing Associations up and down the country working closely with them to facilitate agreements with lenders for their housing developments.
Our business has in its own way diversified and rather than just offering advice on mortgages we now ensure all our clients' needs are fully met in terms of protection and insurance. We work hard to make sure they have the correct amount of cover in place at the best possible rate.
We have also worked on a number of commercial propositions and find our work to be successful also in this field.
Our Work Ethic
Communication is key! We believe a strong bond and mutual respect between advisory and admin staff is essential. We launch into our working week on a Monday morning with our team meeting; we find this an essential tool in the smooth running of our business.
We have a strong understanding that each customer is unique; we always ensure we are meeting our customers' expectations if not exceeding them. We have many thank you letters and e-mails confirming our success in this which we always appreciate and treasure.
Our Plan
Our plans for the future are clear. Continue to do what we are doing but do it bigger and better. Allow new members into the industry to benefit from our years of experience, to motivate and support them so they are too able to become successful in the industry.
We are currently setting up the legal arm of our business and will be beginning a will writing service in the very near future. Proving again that our business is going from strength to strength.
The Future
We are currently looking for:
- Trainee Mortgage Advisors
- Trainee Will Writers
- Experienced Mortgage and Protection Advisors
New recruits joining our team will be mentored by a Senior Advisor with many years experience in the mortgage and protection market. They will be supported by our admin team and benefit from the excellent training and development of New Leaf Distribution. Once recruited you are automatically a valued member of our team, our commitment to you is that we will ensure you feel supported and secure in your new role.
We are happy for advisors to be home based at this time, equally we would have the capacity to work from our office in Leeds.
We are happy to speak to anyone who is looking to enter this exciting and ever changing market, call us anytime on 0845 638 5220 or e-mail dave@mpcdirect.co.uk. We welcome your enquiry.
Will Writing is not regulated by the FSA.