Planting a Seed and Watching it Grow
Newly Established Company
Assistant Manager for the South Team
Building Bricks for Success
Back in 2019, I was approached by a relatively new Wealth Management firm in Cardiff that had big growth plans. I was asked to help them find a Paraplanner to join their practice.
Due to their small size, they needed someone who would fit into the culture of their business and be with them for the long term. I found them two!
Since then, I have supported them in hiring a Mortgage Adviser, a Financial Adviser, an administrator, a sales manager and an office manager.
I am now at the forefront of their recruitment plans, and due to the hard work and dedication I have given to their growth, I am the only recruitment consultant they use. All of the candidates I have placed are still working within the firm and that Paraplanner that joined in 2019 is now well on their way to becoming a Financial Planner.
I recently had a meeting in their new office and we discussed their plans for the next 12 months. They will be taking on more self-employed Financial advisers and will be hiring back-office staff to accommodate these individuals.