The information in this section is for Professional Advisers Only.

More than 3,300 advisers have chosen Intrinsic as the place to be to develop and grow their businesses. Why? Because Intrinsic has the size, the financial strength, and people with the knowledge and expertise to help advisers achieve.

If you choose to join Intrinsic we won’t try to shoe-horn you into a predetermined business structure. We are committed to providing appropriate choice for customers and supporting advisers in every market. So whether your firm is restricted, independent, or both, we offer you the choice to structure your business as you see fit. Whatever markets you operate in, Intrinsic gives you the flexibility to run your business the way you want to run it.

Intrinsic offers you:

  • Stability - through strong financial backing, expert leadership and profitable business
  • Security - with a comprehensive and constructive compliance regime and safe sales process backed by the right technology, we inform and train you on what's required so you can run your business safely and profitably
  • Flexibility - with a range of distribution channels all on a single IT platform, we give your business scope. And help keep your business moving through our relationship support teams and training programmes.

Supporting you so you can grow your business

Intrinsic’s reputation for support and development is an enviable one. Whether it’s in the field, on the phone, or online we give you all the help you need to move your business forward.

We offer the most comprehensive support and development package in the industry and we’ve more than doubled our investment to make sure it stays that way. Your success is our success so when you join Intrinsic you can expect the highest levels of support, whoever you’re dealing with. Here are some examples of what you can look forward to.

Our heads of proposition are experts in their field. Each one is individually responsible for making sure our advisers enjoy access to the latest and best value products plus technical support in the following areas:

Wealth advice

Independent advice

Corporate advice

Mortgage advice

Protection advice


Relationship managers , field coaches and regional support consultants
You have your own named relationship support contact whose job it is to make sure you’re customer proposition is a profitable one and that you make full use of all the support on offer.

Adviser Support Team, Mortgage Desk, and Technical Support Team
If you have questions about products, processes or you just need information you will find an expert on the end of a phone. For example, get answers to your lending questions from the Mortgage Desk, and get help with IT and technology from the Technical Support Team.

Constructive and safe compliance support
If you’ve come from a background where you’ve had to manage your own compliance you will know how much time and effort it takes to get it right. Intrinsic’s compliance team is set up to get it right first time and will give you all the compliance, and training and competence support you need to run your business safely and profitably.

Developing you and your business

Whatever market you operate in, and wherever you want to take your business in the future, Intrinsic has the development tools and training events to help you. Our events programme is the most comprehensive in our industry and a unique part of the support we provide.
 

Academies & Masterclasses
Our academy programme is more than a selection of stand-alone workshops. It’s a comprehensive development programme that will help you develop your skills and knowledge of specific markets including:

Wealth Auto enrolment Mortgage Protection

In addition, we run a series of specialist Masterclasses and Workshops that are designed to offer further insight and explore the opportunities presented by changes to legislation or other developments within the advice market. In 2017 the the key areas we will be covering are:

Advanced Retirement Masterclasses Technical Masterclasses Tax & IHT Planning Masterclasse

Discretionary Fund Management Workshops

Alternative Investments Workshops


Marketing your business

Once you’ve taken advantage of our business development support it’s time to put what you’ve learnt into practice and promote your business. Our Intrinsic Marketing Hub is a ‘one-stop-shop’ for all your marketing needs.

Exclusive to Intrinsic members the site is designed to make it easy for you to promote your business to customers. You’ll find examples of ready-to-use marketing literature including brochures, factsheets, advertisements, customer newsletters, compliance approved campaign letters and online services such as websites and e-shots. In addition many of the brochures can be personalised to suit your branding.

Technology that makes your life easy

Technology must help not hinder. When you join Intrinsic you get immediate access to a technology solution that makes it easy to do business and gives you exceptional service and flexibility so you can run your business in the best way for you and your customers.

XPLAN - Is our bespoke point-of-sale and back-office technology platform that we developed specifically for Intrinsic advisers. Using XPLAN will help you get to know your customers better, do more business, stay compliant and improve your efficiency.

It’s fully integrated with our sales process and provides you with everything you need such as our online factfind, independent risk profiling tool and suitability report writer.

Officeweb – integrating with other Intrinsic systems, Officeweb gives you reports to help you understand the financial position of your business, how much business you’ve submitted and the current status.
Client-facing apps – these applications encourage interaction between you and your client during your discussions around attitude to risk, protection and more. Worksmart – this supports your professional development by capturing and storing your sales and compliance data. 360 Core – an integrated practice management system that helps you monitor your marketing activity, identify sales opportunity, and give first-class service to your clients.