We make joining Source Financial Ltd as seamless and easy as possible.

• Source Financial Limited expedite the FSA registration approval and reference sourcing processes.
• Instead of waiting for those responses and then starting the induction process, we:-
• Immediately set up a Compliance file for the individual, and advise basic documentary requirements, e.g. Data Protection licence (and how to apply if not currently held)
• Apply for a licence for the Cii - Ed Financial Assess learning system
• Provide you with templates and advice on Terms of Business, Key Facts (IDD), and Key Facts About the Cost of our Services (Menu) documents
• Advise and assist with stationery and expedite approval & sign-off
• Then assist towards re-establishing competent Adviser status with Source Financial Limited
• All of this means down time and disruption is kept to an absolute minimum and you can be free to advise your clients quickly.

For a confidential and frank initial discussion about the possibility of joining us at Source Financial Ltd please call 01823 421223 or 01823 259671. Alternatively you can email us on: recruitment@source-financial.co.uk and we will be pleased to tell you more about the company and how we can help you.