Become an Introducer
Professional Introducer Opportunities

Introducer Opportunities

We're pleased to offer a simple and easy way for you or your business to generate an additional revenue stream that's based on helping others.

If you're an accountant, solicitor, business owner or recently retired IFA, whose clients or employees may be looking for independent financial advice, then why not consider becoming an Introducer for Nexus in return for an introductory fee on each piece of business a client transacts through us.

Why become an Introducer

We know that independent financial advice can make a real difference to people’s lives. By helping people you know to easily access and benefit from our services, you not only have the opportunity of generating additional income but also increase your value with your clients or associates.

Over the years our business has been built from existing clients recommending us to people they know, so we understand the value of a personal introduction. Becoming an Introducer simply puts this into a business model, so that individuals and businesses you know can obtain good independent financial advice. That's why we are now working with a growing number of individual and business Introducers for the benefit of all involved.

Do people need what you're offering?

Most people will require at least one of the services we provide at some stage in their life. Therefore our services do not need to be 'sold' as such and can rather be 'introduced' easily in a casual, personal and trusted manner. All initial consultations are without charge or obligation. A Financial Adviser can help ensure your clients or colleagues have the plans in place to make the most of their hard earned money while protecting themselves, their families and possibly their business both now and in the future.

We specialise in offering tailored financial services solutions rather than simply finding the cheapest product or the best interest rate for our clients. By accessing products and policies from the whole of the market we can identify the most suitable as well as most affordable ones to suit a client's individual circumstances. This is complemented by our personal and professional approach to ensure that the person you've recommended us to receives the highest quality of financial advice.

Becoming an Introducer is easy

Being an Introducer is not a regulated activity and you do not have to be authorised and regulated by the Financial Conduct Authority (FCA). There is a simple legal agreement which sets out the terms & responsibilities of each party. As financial advice can only be given from our own qualified Independent Financial Advisers, there is no requirement for you to have any experience or background in financial services.

We provide our Introducers with promotional literature and have set up simple ways to introduce interested parties to us.

How do I monitor my introductions?

After you have registered and been approved as an Introducer we will notify you on each introduction once the policy, investment or mortgage commences. However, client information and specific details of any recommendations advisers make to clients are of course strictly confidential, and do not form part of any notifications. If the person refered to Nexus contacts you for an update simply let us know and we'll contact them direct to answer any queries.

How do I refer someone?

An Introducer Fee is payable directly to the Introducer for all introductions that are converted into a new piece of business. You will receive a monthly statement showing any fees payable from introduced business assigned to you which have completed. Fees are paid by bank transfer direct to the bank account nominated by you as the Introducer.

How much you can earn is entirely dependent on the number of introductions you make and the amount of time you decide to commit to generating leads. Once you have their permission to refer them to us, you only need to forward us their details.

You'll also need to email a link: www.nexusifa.co.uk/contact-request.php to the person(s) you are recommending us to, asking them to complete a short online form requesting us to contact them. This also confirms that they are happy for us to contact them. We will do the rest.

Please note that all persons being recommended to Nexus IFA must be a UK resident and be aged 18 or over.

Get in touch

If you have any client situations that you would like to discuss with us, or if you require more information about becoming an Introducer please get in touch, we would be delighted to hear from you.