A year of learning, growth and employee development

In the past 12 months, we’ve helped six aspiring financial advisers grow toward rewarding careers in the industry. And we’re not done yet…

‘Learning is not attained by chance, it must be fought for with ardour and diligence.’ –Abigail Adams

Here at The Financial Options Group, we believe in developing the next generation of financial industry professionals.

Today’s up-and-comers are tomorrow’s industry leaders – and it benefits all to support well-rounded training and ongoing career development.

That’s why we offer regular training and development opportunities, such as on-site workshops, and encourage our advisers and administrative staff to pursue certification from the industry’s most respected providers.

We’re proud to announce that two more staff members recently enrolled in the Quilter Financial Adviser School (FAS), a 14-month course which was developed by Old Mutual Wealth to help budding financial advisers get firmly on the path to a successful career in the sector.

As well as providing training on the relevant skills necessary to be successful in the industry, FAS also helps to develop the behaviours which will ensure a long-term career and help them to deliver great customer outcomes.

The course is hardly a walk in the park – it involves meetings conducted via virtual classroom and 15 to 20 hours of study each week, for a start. While enrolees may spend some working hours completing coursework, especially when training capsules are completed off-site, the coursework requires a significant personal commitment and investment of time.

Through the program, three of our advisers were awarded their Diploma for Financial Advisers and Certificate in Mortgage Advice and Practice last autumn, while a fourth member of staff is expected to transition within the next six months.

Supporting our staff to achieve more

According to Deloitte’s 2019 global human capital trends report, the “war for talent is raging more fiercely than ever”. With an economy likely to slow in the next two years, Deloitte argues that organisations must re-think the way they access talent, including the mobilisation of internal resources.

Skills development and career advancement are key factors in fostering an engaged and motivated team, but L&D also benefit our firm by:

  • Encouraging younger advisers work alongside existing practitioners utilising the skills of each to help us grow our business

  • Helping trainee advisers to achieve greater competency more quickly

  • Motivating qualified and highly-trained individuals to make a positive impact on our firm’s culture

In addition to Quilter FAS, two of our senior advisers are currently progressing through Level 6 training to reach Chartered Adviser status. Paraplanner training is also in the works, with plans underway to send our first cohort later this year.

Head of people and development Charlotte Banks said: “I don’t mind saying that over the years we’ve hired some pretty ambitious individuals! Our staff are continuously working to refresh the skills they already possess, learn new skills and continue building toward their larger career objectives. If a member of staff has interest in pursuing a specific course and it’s relevant, provided they have worked for us through their probationary period, then it’s a discussion that we are happy to have.

“Our firm’s ethos is firmly rooted in ongoing growth and development, making sure our team are equipped to provide simply the best in services and professionalism to our clients. It’s been rewarding to watch our team members succeed in their L&D endeavours over the past year, and we are looking forward to building on this with further coursework – future-proofing our staff while ensuring we aren’t just a great company to work with, but a great company to work for as well.”

FAS graduate and financial planner Jenny Loftus

FAS graduate and financial planner Jenny Loftus said, “Over the 14 month-long course, I particularly benefitted from the in-depth taxation coursework and regulation and ethics material, and I found it most interesting putting scenarios together to explore the most relevant and advantageous tax wrappers and allowances arrangements, which together I’m confident have afforded excellent preparation for working with my own clients. I’ve received tremendous support from The Financial Options Group, in particular the way each of the advisers here will welcome you to come into a meeting so you can observe and learn.

“Next year I plan to pursue additional certification at the Chartered level, following more than 16 months in the field working with clients and expanding my skills sets. I’m very excited to see what the future holds and I have felt an enormous sense of achievement moving forward in my career goals as I have.”

Paraplanner and trainee adviser Lauren Maudsley

Paraplanner and trainee adviser Lauren Maudsley feels she has gained greater confidence through the FAS course. She said, “While progression in the industry is most often exam-based, our interactive face-to-face days were far more practical and instructive for preparing you for client meetings and fielding enquiries from clients which, at times, are quite complex. Completing this course has meant building up the tools I need to establish a long-term successful career and I feel that to have what I have already under my belt puts me in a good place to get me where I want to go. I am 100% moving in the right direction.”

For further details, call us on 0161 764 9944 or email info@financialopts.co.uk. Keep up with the latest news and trends from the financial advice industry by following our social channels on Facebook, Twitter and LinkedIn.

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Financial Options Group is a trading style of CJP Financial Services Ltd an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Tax Planning, Employee Benefits. Estate Planning, Wills, Trusts, Lasting Powers of Attorney, Buy to let Mortgages and Commercial Mortgages are not regulated by the Financial Conduct Authority, Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (http://www.fca.org.uk/register/) under reference 440703 and 440718.

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