Careers

As with our clients, Holyoakes recognises that each adviser is unique. We are a forward looking organisation with a strong belief in putting people first and operating in a fashion that suits us all. Thus, we operate a tailor made approach to each individual to enable them to function in their most efficient way

In many ‘networks’ problems arise from rigidly applied compliance procedures. Holyoakes has developed systems that help to avoid unnecessary paperwork without compromising regulatory standards. Compliance and T&C issues are easily and rapidly identified with CPD applied on an individual when necessary basis—thus minimising the need to be “off the road” needlessly.

We are very keen to talk to Advisers, Sole Traders and small Brokerages with a view to joining our team and enjoying benefits which include:-

· Low retention amounts

· P.I. costs included

· Compliance support

· Approved Person or Appointed Representative

· Compliant sales process

· Client ownership

· Retention of renewals

· On-line T&C compliance

· Monthly or fixed fees if appropriate

· FSA fees included

· Independent status (whole of market)

· No joining costs

· Simple back office systems

· Attractive commission rates

· Simple application process

· Minimised off-road CPD