The Joslin Rhodes IFA Franchise provides you with the opportunity to run your own Pension 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.
Established for over ten years Joslin Rhodes have become experts in helping thousands of people get the retirement they want. With a proven system that’s been developed over many years by CEO and founder Neil Parker, the Joslin Rhodes IFA Franchise is a model that works and the ideal way to work for yourself.
They 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.
Joslin Rhodes are fully authorised by the Financial Conduct Authority and hold the additional permissions to advise on defined benefit/final salary pension transfers.
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.
As part of your investment you not only get to become an Independent Financial Adviser with a diploma in Regulated Financial Planning, but you’ll 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.
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.
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.
As part of your franchise package Joslin Rhodes will pay for you to become a qualified Independent Financial Adviser, so you’ll get a diploma in Regulated Financial Planning. They will also support you all the way through this process to gain your qualifications and set up your business, so you’ll have everything you need to make it a success.
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.
You will be supported by a team of 60+ people including; paraplanners, client services, client onboarding, business support and marketing professionals, who will do the background work so you can concentrate on the important stuff of building your business and your income.
In return for your investment you will get a whole range of tools, which they will fund and help you with including financial modelling, regulatory registration and compliance set up, FCA fees, professional indemnity insurance, back office financial work, administration, marketing support 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.
We will pay for you to become a qualified Independent Financial Adviser, so you’ll have a degree level Diploma in Financial Planning.
Build real value in your business with the option to sell
Get a feel-good lifestyle business and real job satisfaction