Do Your Due Diligence
Disclaimer: The information provided on this website is for informational purposes only and is not intended to be construed as financial advice. Always consult with a qualified and regulated financial adviser before making any investment or financial decisions.
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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 want Terms of Business.
TOB or enhanced TOB with every leading industry provider.
Advisers see every provider payment. Itemised 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
Cameron James is an Appointed Representative of Blacktower Financial Management Limited and a member of the Nexus Global (IFA Network) which is a trading name of Blacktower Financial Management Limited who are authorised and regulated in the UK by the Financial Conduct Authority. Blacktower Financial Management Limited FCA reference number 188611. Cameron James Limited FCA reference number is 945566.
For UK residents: If you have a complaint and are not satisfied with our response, you may refer your case to the Financial Ombudsman Service. For more information, please visit www.financial-ombudsman.org.uk.
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