You are here : How It Works
NowAdmin for Advisors - Getting Started
Gary Neilson
01 Jan 2000
Getting started as a Financial Advisor or Broker on nowadmin is simple and it will only take around 10 minutes. To get started, follow these 5 simple steps:
  1. Register with nowadmin - Provide your email address and create a password to register with nowadmin.
  2. Complete Your Profile - To find out why a complete profile is important please view the Advisor Profiles information.
  3. Review the Introducer Appointed Representative (IAR) agreement - Ensure you are happy before going any further.
  4. Choose the products you want to provide - And check the costs associated with each completed deal.
  5. Go Live! - Activate your profile and begin receiving qualified financial advice sales leads.
Using the Website
Once your profile is setup we'll activate it on nowretirement where users will be able to view it and request that you contact them, here's how:
  1. Contact - A user views your profile and decides they want you to contact them regarding a specific product you specialise in.
  2. Contact Request Notification - An email and SMS are sent to you to alert you that a user wishes to be contacted, the contact information is provided.
  3. Lead Qualification - The user information is qualified by us via SMS and email confirmation to ensure the details are correct.
  4. Qualification Confirmation - Email and SMS confirmation of the user details are sent to you to notify you that the user can be contacted using this information.
  5. Doing a Deal - You contact the user and conduct a deal. We ask that you answer all contact requests within 1 working day of notification of user details.
  6. Payment and Cashback - Both you and the user confirm completion of a deal through the site. We will then claim a small fee from you for the lead. And we'll reward the user for using the site.
NowAdmin for Advisors - Getting Started - Getting started as a Financial Advisor or Broker on nowadmin is simple and it will only take around 10 minutes. To... (more)
Advisor Profiles - When You create your advisor profile, you will be asked to provide a photograph and information on your professional experience, qualifications, hobbies, membership bodies, services... (more)
Why To We Give Customers Cash Back? - nowadmin offers users a cashback reward because we appreciate them using the site to find the financial advice they need and we... (more)
Pricing And Fees - nowadmin offers highly qualified Financial Advice sales leads to Financial Advisors and Brokers throughout the UK for as little as £50. ... (more)