Read Our Adviser Charter For Full Details On Each Benefit
Every Experienced Adviser has their own PA. Your strength is advising.
On time, every time, no excuses. It’s your money , not ours. No chasing.
Everyone can see the volume and quality of leads to each Adviser.
Ensuring Advisers reach UK RDR standards. Weekly CPD training.
Boxing smart. Improving the quality of clients you engage with.
Every Experienced Adviser has their own PA. Your strength is advising.
CJ has an impeccable reputation. Speak to clients with confidence.
Part of our team – working remotely and independently when you wantTerms of Business
TOB or enhanced TOB with every leading industry provider.
Advisers see every provider payment. Itimised to the penny.
Freedom to run or create your own team. Take on responsibility.
Every Experienced Adviser has their own PA. Your strength is advising.
We ask applicants to read this page in full before applying. To gain an idea of where we wish to go in the industry. If you feel in line with our ethos or have more questions, then we look forward to your application.
We will invite you to a first-round CJ interview within 48hrs or provide feedback on why we think CJ is not the right company for you. If you don’t like the sound of CJ, it is also positive. You are closer to finding another employer.
Well managed client bank. Stable recurring income.
Trusting relationships. Would recommend you
UK RDR Level 4 or desire to further qualifications.
In-depth understanding of your niche market area
Currently or commitment to a transition.
CJ reserves may refuse portfolios with frozen assets.
Desire to improve – Learn inbound marketing and content strategies.
Ability to create interesting reads on their niche area.
Ability to work independently. Computer skills.
Commitment to providing high-quality advice reports
Low recurring income. High client charges.
Rarely communicate and they do not trust you
A number of ongoing or previously upheld complaints
No official qualifications. No desire to change.
Poor industry knowledge. One product fits all clients mentality.
Prefer commission basis only. No interest in transparent advice.
Place their own interests over their client’s long-term interests
No desire or interest in learning inbound marketing strategies.
Find new clients with cold calls or bumping into expats
Comfortable sending out generic copy and paste advice reports
Suitable for an Adviser who enjoys the more relaxed lifestyle of France but who still wants to work in professional services.
This role is suited to an Adviser with technological skills who wants to supplement their local market business via inbound marketing strategies.
This is a more focused position. Working locally within the Milan region and building connections with a local face to face presence.