Sandringham can give you the opportunity to do what you do best – give advice.
A raft of new regulations introduced in 2018, including MiFID II, GDPR and PROD have proved to be a challenge for the financial services industry, by increasing the burden of administration on firms, requiring more time to be spent on making sure these are implemented effectively.
A recent survey1 of firms also indicates there are increasing capacity issues for financial advisers, with the average active client numbers per adviser increasing again, up 9% to 163 and two-thirds expect this number to rise in 2019.
All of this has had a major impact on how advisers spend their time, with around a third of respondents to the survey saying they currently spend 40% of their time on administration, a steep increase from only 11 % in 2017.
The common areas of frustration for advisers we have identified are:
- Mountains of paperwork preventing you from spending quality time providing advice for your clients.
- Dated technology meaning your processes are slow, data is often inaccurate and client service suffers.
- Lack of time hampering your personal skills development. Improving your technical and product knowledge never gets to the top of the list.
- Poor work/life balance – Are inefficiencies in your current business model preventing you from doing the things you love to do?
We have a solution – ‘Sandringham Time’ which we describe as the positive experience our Partners have working with us. It means:
- More time to think – we aim to remove the time-consuming complexities, inefficiencies and barriers from your providing and arranging advice.
- More control – state-of-the-art technology enables you to see live information – including your client’s investments – from a single web page, anywhere, 24/7.
- More time with your clients – our client management systems mean you can be freed up to spend more invaluable time with your clients.
This graph shows the real impact of ‘Sandringham Time’ for one of our advising Partners:
David joined us in the summer of 2018 and he immediately saw a dramatic shift in how he was spending his time, which included a 35% decrease in his working week, more time spent on advising clients, a 30% increase in turnover and a far richer work/life balance.
If you want to see how Sandringham can help you to build a proficient, profitable and future-proofed business, why not join us at one of our experience days https://recruitment.sandringham.co.uk/experience-days/ or speak to us here https://recruitment.sandringham.co.uk/speak-to-us/.
Find out more about our experience days and book your place today.
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