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Independent Financial Advisers
In order to be an effective independent financial adviser it is vital to maintain
a continuous improvement training style. This ongoing training process lasts the
duration of your tenure with any of our clients’ businesses.
The financial adviser training programme is a dynamic and demanding course, aimed
at preparing individuals for the offshore independent financial adviser role. It
is at all times challenging, thorough and effective.
Foundation Course
Upon joining our client companies, newly recruited financial advisers are invited
to attend a five-day intensive training course in London. It is organised and paid
for by the businesses and delivered by some of the top sales trainers in the industry.
All of the company’s training staff possesses in-depth background, experience and
knowledge of the Offshore Market. Additionally, the training will focus upon the
many products and funds available and complemented by sound communication techniques
to help you understand a client’s requirements.
The Foundation Course is designed to cater for all levels of existing sales and
financial services experience. The trainers ensure that each new financial adviser
has reached the required standard skill level demanded by the end of the course.
In order to ensure that this level is achieved, the 5 day courses are very intensive
and demand a high level of commitment and focus. However, experience has shown that
the introductory courses provide individuals with the ideal foundation to ensure
success once you commence with your new role as an independent financial adviser.
The new advisers will be trained to understand and identify a client’s requirements
whilst identifying which type of products best meet their needs. There is a balance
of Sales Training and Technical Knowledge which prepares new advisers to see clients
as soon as they reach their ultimate destination. The training ensures that they
are able to commence their business activities and maximise their earnings in the
shortest period of time possible.
Technical Training
The trainers working on the foundation courses are extremely experienced individuals,
who have worked in all areas of the Financial Services Industry. This allows them
to work closely with new financial advisers, assuring that they have learnt both
the inter personal skills and technical information required to be a successful
financial adviser.
The technical information taught during the foundation course includes the different
types of products, the fund selections, risk categories as well as in-depth market
training. All of this technical knowledge is focused around the training in and
around the offshore financial marketplace. Additionally the training focuses on
utilising this technical knowledge and implementing it in a way that assures that
the client’s needs, both short and long term, are achieved.
An independent financial adviser has the distinct advantage of being able to offer
any product worldwide that fits a clients’ needs. This guarantees the client receives
full flexibility and freedom of choice whilst maintaining the unbiased advisory
approach. The financial adviser works with the most respected providers in the offshore
marketplace including Generali, Hansard, Royal Skandia, Zurich, Royal London. During
the foundation course, comprehensive sessions from some of these providers ensure
that you receive an in-depth understanding of the products you work with.
Once you have commenced work in your new company’s office, you will be trained on
the intricacies of the local regulations and market details. This assures you will
quickly develop an excellent and detailed understanding of all the solutions that
are available to you and your clients.
Sales Training and Ethics
All the companies that Recruits Offshore work with value their employees as the
most valuable resource within their businesses. As such, integrity and professionalism
are demanded from all employees. Each firm insists that their independent financial
advisers have reached a high level of professional competency. During the foundation
course, the trainers spend a significant amount of time ensuring that advisers understand
and master the levels of professionalism and ethics that is demanded within the
offshore financial advisory industry.
Allowing for different levels of knowledge and experience on joining, Trainers are
always available outside of the Course hours to offer any extra training that individuals
need to ensure they reach the necessary levels of competence.
Ten Week Programme
This foundation course is a platform designed to give you the necessary background
knowledge to ensure you are in a position for continued success and growth wherever
you may be working worldwide. Your opportunity to excel is based on the quality
and depth of the initial training that is provided during the Foundation Course
which, we believe, is the best in the industry.
Upon arriving at your new business location, an intensive ten-week field training
programme will commence. This ten-week field training programme complements the
foundation course with more in-depth market and regulatory knowledge, specific to
your location.
The ten-week field training programme allows you as a financial adviser to combine
real industry experience with country specific training carried out by your office
management. Your area manager provides full training support as well as one-to-one
training for the first few weeks, after each meeting with a potential client. Subsequent
sales management and training is an ongoing process.
In your initial period at your new office, the managerial support provided, will
add to your own attitude and enthusiasm. As with starting any new job however, it
is vital that your self-motivation and ambition continue to lead your drive for
improvement and success.
As part of the ongoing training within the ten-week field training programme, the
office management will help develop confidence and expertise for client – consultant
appointments. This training will include accompanying top financial advisers on
their appointments to learn from firsthand experience. Additionally, managers will
be available to assist you during your initial client appointments.. As part of
the training process, managers will provide feedback in order to maintain a process
of continual improvement of your abilities.
This belief in continual improvement is vital within the financial services industry
to assure clients receive the best possible level of service. As well as the managerial
feedback, there are weekly branch training sessions where additional training is
provided on a variety of aspects of the business. This is complimented with periodic
visits from major providers, insurance companies or top fund managers. These sessions
are designed to keep you up to date on new products, special offers, and new funds
or investment opportunities.
As a group, our clients continually update you on new products and investment news.
Some of the providers also e-mail you regularly about market news and trends. In
addition, each week, the businesses send you weekly emails with the latest news
on the markets, currencies, and local and global company activities.
By working for one of these companies, you will always receive ongoing support that
will enable you to succeed in your new career.
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