Stepping Stones to Success™

Mark Hobbs (Managing Director) and The New Leaf team welcome you to your new career in the financial services sector

A career in financial services?

There can be no doubt that New Leaf now have a serious track record within the financial services arena. Over many years the company have continuously and tirelessly developed individuals to the highest level possible within their chosen field. New Leaf are both FSA authorised (fsa no 460421) and MOD approved as an enhanced learning credit provider. Mark also sits on the Further Education Committee of the IFS School of Finance.

New Leaf remains one of the only companies in the UK committed to seeking out and developing new professionals into the industry.

With 1000's of success stories - this could be your opportunity to build a successful small business in this most profitable sector. Not only will we train you to sustain a long term career in this sector but we will introduce you to our proven motivation system the 12 part goal matrix www.12pgm.com.

Part time or full time?

You decide whether you want to continue with your day job and gradually build up your financial services business until you are at such a point that you can give up the day job and take up the reigns of your new business on a full time basis.

Some decide that they will jump straight into their business on a full time basis in order to maximise momentum and create a fast start.

You decide what is best for you and your family. There will be no pressure from New Leaf to submit business. We realise that this is a progressive personal development programme.

The year 1 average income for a full time delegate is £40K most of this will be earned in the 2nd 6 month period as the first 6 month period is filled with learning training and mentoring and coaching. Year 2 average income is £40-£60K and year 3 is £100k.

Competent Advisor Status (CAS)

We anticipate that Competent Advisor Status will be achieved within 9 months of being operational in the field.

Stepping Stones™ courses

GateWay to Business

Run by Mark Hobbs MD of New Leaf over two packed days. The agenda includes -

Residential Mortgage Broking Competence Course

This is one of the courses you will undertake with New leaf once you have proved yourself as a competent Insurance broker. We provide a 5 day course to prepare you to; fact find, research and present a compliant solution to your clients. You will have access to every lender in the UK with no restricted panel. Once you have graduated the course you will have access to all lenders and all mortgage clubs for exclusive deals. You will be earning commissions and broker fees straight after graduating the course. You will be utilising state of the art research and sales progression tools that are the envy of the industry..

Insurance Broker Course - "Family Survival Planning"

The course that we are most passionate about as it teaches the delegate to interact with the family and make certain that they are in the same position financially - should tragedy strike. Training is over 7 days covering; life assurance, critical illness, income protection and all general insurance products from pet insurance through to buildings and contents. We will train you on the sales process through to compliance and supervision in field. Earn whilst you learn from here....

Professional Will Writing Course

Not only does our Stepping Stones course gives you access to financial services training but also to Will Writing. Once you have attended this 5 day course you will be an accredited will writer - and covered by our own professional indemnity insurance and supervised in all areas of the work. You will attend quarterly training to enable you to maintain and develop your skills even further. Fee earnings up to £1000.00 per case.

Business Protection Broker Course - "Business Succession Planning"

5 days training in this course to get you ready to deliver advice in the business sector. Here you will be trained to give advice on key person insurance, director's/shareholders' protection and partnership protection policies. Thus assuring the survival and succession of the business. You will also be giving advice on group products. Commissions uncapped in this arena. You will also be trained to give advice to small businesses and sole traders in the commercial insurance arena. This will give you a wide range of products and niche markets to approach. A great door opener to the big commissions and fees.

IFA training programme

A 12 month programme of practical on the job training. You will undertake bespoke modules to enable you to give advice in key areas relating to pensions, investments and savings. You will be an RDR ready independent financial advisor with access to the whole of the market.

This programme is a joint venture between New Leaf and a major IFA platform. All delegates that have gone through the IFA stepping stones course have increased their income by a minimum of 200%. The average income of an IFA is £70,000. The best and the busiest will earn much more than this – potential is unlimited and you can write your own pay cheque.

The key people who will be coaching you....

Chris Nairn - Sales Director

Chris has been with the organisation for 7 years. He is responsible for all trainees and their training and initial development. His goal is to do everything in his power to get you to CAS as quickly as possible. After 20 years in business prior to joining New leaf you can be certain his frank assured and pragmatic style will help you achieve great results.

John Band - Head of Training

Our Head of training has over 25 years experience in the industry. He has been an employee of New Leaf for 6 years and has trained thousands of people over that time to achieve their academic objectives. John's specialist area is the level 4 diploma for financial advisors (DipFA); with a first time pass rate of over 95% this record is un-surpassed anywhere else in the industry. John is also involved in the practical development of our financial advisors and IFA's.

Anthony Lewis

Tony has been working with New Leaf for 17 years and has a fine track record of training and developing individuals where it really counts - "in the field and on the job", He is responsible along with his regionally based field supervisors to accompany you on appointments to observe you and assist your personal development. Tony is a specialist in the field of Insurance and protection products.

Kim Luckhurst

Kim is Head of training and competency and heads up our business monitoring unit (BMU). He is ultimately responsible for the regulatory compliance of the business as a whole. He will be your supervisor once you become a trainee financial advisor. He and his team will also be responsible to check the quality of your work and focus on the advice that you are giving to your clients. With over 27 years in the financial services sector and with 7 years' service with New Leaf in particular you will be in very safe hands.

Mark Hobbs

Mark is our Managing Director and is the key motivator in the business. His job is to get the best out of you at every level. He will be involved with your development predominately from day one at the GateWay to Business induction. He will then get involved again once you have obtained CAS. His goal is to develop you and your business to the highest possible level. You will see him every month at the Winning Ways Workshops that he personally runs in London, Birmingham and Manchester. Here along with other guest speakers and professional trainers he will assist you with your continuous professional development. Mark is the owner of the company and with over 25 years in the business under his belt, can guide you to the top.

Other Key people who will be supporting you....

Testimonials

Success Stories

New Leaf has created a success system that never fails - if you follow our 3 year programme you too will achieve great success in terms of personal development and tremendous income.

Here are some of the success stories from individuals who have gone through the programme.....

Mark Watkins

My business partner David Rodricks and I recently set up with New Leaf in Feb 2009. We looked at various networks but New Leafs business model dovetails exactly with our plans. To survive, we believe businesses will need to 'morp' with the market. The 'mortgage broker' needs to move to the next level. Advisors need to broaden their skill set & that's what New Leaf allows. Between us, in 2 months we are now signed off with New Leaf to sell Protection, Wills, Mortgages, Equity Release PLUS we are booked on courses for Business Protection, Estate Management & Commercial mortgages over the coming months. Backed by a strict compliance system plus a whole of market mortgage sourcing system - the holistic approach of New Leaf is accompanied by friendly staff, great training courses & a forward thinking dynamic MD. We feel we our business is in safe hands with New Leaf who seem not only to have its finger on the pulse but also fingers in a lot of pies! Most importantly, they look forward & recognise fresh opportunities for new business & quickly provide these to their AR's & RI's via training courses. So far, we are both very impressed.

All the best & keep up the good work.

Mark
www.cwfs.org.uk

Patrick Farrell

The Newleaf Experience

I started looking at possibilities of a new career, some years ago. I decided to head in to the financial services industry. I had always been interested in property and thought I would start off my training as a mortgage consultant. The next aspect to consider was where to undertake this training. I conducted some initial research and came across Newleaf on the internet. I made some enquiries and they had a course running over the time frame and location which suited me. It was as simple as that.

When I attended my first CeMAP® course I quickly realised how lucky I was in the decision I had made. There were a variety of people from different backgrounds whom had carried a lot more research than I and had travelled vast distances to benefit from the unique quality of training and support offered by the team at Newleaf. Within two months I had passed CeMAP® 1, 2 and 3 and decided to apply to attend the Stepping Stones course with Newleaf, this course enables you to begin join the network and begin broking.

Since that time I have continued and attended the majority of courses held at Newleaf. I am now a fully qualified Financial Advisor and Equity Release Specialist and owe a sea of gratitude to Mark Hobbs and his team at Newleaf for where I am today.

Terry Lowrie-Herz

Once I decided to become part of a network I researched the field and eventually brought it down to just 3 networks, one of which was New Leaf. New Leaf were the only one who really took the time to meet me and discuss the help they could give me to re-establish my business (I was close to quitting the industry), help me build it to a more substantial income level and take full responsibility to continuously develop and train me in, not only, my field of mortgages, but new exciting income streams. They are by far the best bunch of people I have ever met in the industry. When all the world seems to sprout doom and gloom they are inspiring and motivational. What's more they are going to get better and better and anyone who is part of New Leaf can't help but succeed. The road to success or failure is the same road - success is just a few extra steps along the way. New Leaf make the journey smoother and easier.

Terry Lowrie-Herz Independent Mortgage Advisor, Financial Planner (non-investment), General Insurance and Loan Advisor. CeMAP® CeRGI®

Lina Bourdon

I have been with New Leaf Distribution over 3 years now and to join the network was the best decision I have ever made. This is a team of outstanding professionals whose main duty is to help Mortgage Brokers and IFAs to grow and develop. I have joined New Leaf as CeMAP® Trainee and three years later I am an owner of a successful business with offices in North London and Manchester and we are going from strength to strength. Many financial professionals are crying that there is no business out there, that the industry is in pieces and business is over. With FSCGB training platform in place New Leaf helped us to get further qualifications and all of our advisors are as busy as ever. If you are looking for a network where you can use your full potential and grow as a business than New Leaf Distribution is a place the place to be. Mark Hobbs, who runs the network, has built a strong professional team and his main objective is to help people to rich their full potential. Our industry is challenging and it can happen that you find yourself completely lost, come and join the family.

Many thanks,

Lina
www.cityandcountryfs.com

Zena Trow

"I have been involved with New Leaf for 3 years now, and feel certain of our longevity in business. We are constantly updated with training and industry information and have been extremely impressed with their service. I would recommend New Leaf to anyone looking for a thoroughly professional network coupled with the training and business support to match".

"I have been most impressed with the attention to detail and standards shown by all the staff and trainers, and I believe that the investment in their services has been most worthwhile for my business. The training we receive is concise, well laid out and very informative. I am never surprised by the level of detail and depth of knowledge which has obviously been drawn upon in preparing these courses".

"Their expertly written courses and the extensive range of business opportunities have really worked for us as appointed representitives, achieving high levels of well-targeted business and enabling us to diversify as desired and as needed thus increasing sales. In a market where so many companies are failing. The enthusiam is a breath of fresh air, onwards and upwards! "

Zena
www.surefinancialsolutions.co.uk
Email: zena@surefinancialsolutions.co.uk

Donna Warr

I qualified as a Mortgage Broker in Dec 2006, seven weeks after my first training session with Mark Hobbs at New Leaf, I was brand new to the Industry, I had no experience or knowledge in Financial Services. For the next sixteen months I became an AR of another network. In May 2008 I was reunited with New Leaf this time joining them as an AR. At first I found the move very challenging as their standards were so much higher than I had been use to. However due to the excellent training and constant support I have received from New Leaf, I now have a greater understanding of Mortgage & Protection business. With the knowledge gained I have been able to focus more on the protection side of the business instead of constantly relying on mortgage business, this has been a massive benefit in the current economic climate and has also increased my turnover. The support, help and regular training I receive from New Leaf is unbelievable, if I have a question it is answered straight away by a polite, happy member of the team, all of which was alien at my last network. Joining New Leaf was the best decision I made.

Application

Once you have your full CeMAP qualification you can apply to join. The first step is to complete our application form.

Fit and Proper test

As you are aware you will be credit checked and criminal record bureau checked. Please speak to the recruitment team if you have any questions in this area.

Interview with the MD

The last stage is an interview/meeting with Mark Hobbs MD. It is important that you look at the organisation close up. Therefore he will invite you to meet with him spend time discussing the proposition and your personal training schedule and then he will introduce you to the team members that will be actively involved in your training. Once you and he are happy you can proceed to your new career in financial services in the secure knowledge that a comforting arm will always be wrapped around you.

Contact our team

call 01702 431130
Or e-mail sarah.mitchell@nlgfs.com or tina.hobbs@nlgfs.com