Careers

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Where the best advisers thrive

Springboard is the ideal partner for advisors looking to set up their own business or grow an existing one. Advisors retain all of the benefits and advantages of owning their own business but also have access to a range of marketing and administration support services.

Each advisor has their own unique requirements but below are just some of the benefits of joining Springboard:

  • Full compliance and ongoing training as part of the Quilter Network
  • Regular, personally-branded e-newsletters to all clients to improve communications and increase overall business levels
  • Online and offline marketing support to build and/or manage client banks
  • Competitive fee structures and charges
  • Partnering program matching Financial Advisors with Mortgage & Protection Advisors to refer leads and share upfront fees
  • Full set up, ongoing support and marketing plan for business start ups
  • Our own lead-generation website provides exclusive, postcode-specific pension, investment, mortgage and protection leads
  • PI Insurance with no excess
  • Advisors always retain client ownership

Download our Recruitment brochure here.

For a confidential discussion on your plans and the opportunities available please call or complete the enquiry form opposite.

 

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Springboard FS

© 2019 - Springboard Financial

Springboard Financial is a trading style of Charles Derby Financial Services Limited which is an appointed representative of Quilter Mortgage Planning Limited and Quilter Financial Services Limited who are authorised and regulated by the Financial Conduct Authority Registered in England and Wales 5693185. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (http://www.fca.org.uk/register/) under reference 440703 and 440718.

Registered Office: Charles Derby, 6 Tollgate Business Park, Tollgate West, Stanway, Colchester, Essex CO3 8AB. FCA authorised No. 440703.