Established for over ten years, Joslin Rhodes are now offering you the opportunity to run your own premises-based Independent Financial Advice Business. This is a perfect opportunity for IFA's or people interested in becoming an IFA that combines life coaching, financial advice and financial planning into one holistic, ongoing service.
As part of your investment you will receive comprehensive training to become a fully qualified Independent Financial Adviser with a diploma in Regulated Financial Planning. Joslin Rhodes will support you all the way through the process to gain your qualifications and set up your business, so you’ll have everything you need to make it a success.
With a proven system that’s been developed over many years the Joslin Rhodes IFA Franchise is a model that works and the ideal way to work for yourself.
As a franchise opportunity that’s unique, exclusive and not available through any other company, it’s the UK’s first financial planning franchise to include fantastic support, operational systems and a completely individual way for you to build your franchise business into a sustainable and recurring business income stream.
Your clients predominantly will be people approaching retirement and you will help them work out how to use their assets (including things like pensions, savings and investments) to help them achieve the lifestyle they want.
Through combining financial advice with lifestyle financial planning, franchisees provide their clients with a complete retirement lifestyle plan, which includes costing for everything they want to do - from cruises to hobbies, essentially if they want to do it can cost for it.
You will benefit from an abundance of knowledge, experience and a guaranteed business model to help you succeed.
Joslin Rhodes call their business locations “Planning Rooms”, this is part of their process and how they differ from a number of IFA groups. They will support franchisees with advice on what makes the ideal location to appeal to clients and providing fit out guides so that the planning room delivers the Joslin Rhodes brand proposition.
Joslin Rhodes use a unique process called PlanHappy, which is a way to show people what everything means and how they can make decisions on what to do with their assets. Essentially, it’s about empowering people to get what they want. The PlanHappy process gives clients this by calculating how they can use their assets to pay for the lifestyle they want.
Alongside this, you’ll be supported by a team of 60+ who’ll do all the background work so you can concentrate on helping clients get the retirement they want
You will also get the unique PlanHappy process, a whole range of tools, financial modelling and regulatory registration alongside FCA fees, professional indemnity insurance, financial administration, marketing and much more.
Joslin Rhodes will be with you every step of the way, helping you launch, operate and grow your Financial Advice and Planning Business. The opportunity provides you with:
Franchise partners can come from any number of different industries, you don’t have to have a financial services background.
You just need to be someone who loves learning and the idea of using financial planning to help people get the retirement lifestyle they really want.
Don't be put off by the idea of a new field, if you enjoy meeting new people and helping them achieve the lifestyle they want, it might well be for you.
It’s a very demanding career with lots to learn when you’re starting out, but ultimately very rewarding. You really can help change peoples lives for the better.
Get a feel-good lifestyle business and real job satisfaction
Every new client provides you with ongoing revenue for managing their investments
Genuine six figure earning potential with est. annual income of £200K in just 2 years