Our Services: Advisers
With over 6 years experience of heading up a specialist employee benefit division for a top 5 UK firm, we are ideally placed to help advisers in a number of different areas:
- Helping to develop a strategy to set up a specialist employee
benefit team; - Where a team is in place an independent assessment could be carried out to confirm ‘best practice’ and make recommendations for the future;
- Helping to plan and complete the transition from commission to fees;
- Helping to develop a marketing plan for securing new clients in the corporate market;
- Reviewing internal procedures to maximise income potential;
- Designing a training programme to develop administrators
into consultants; - Carrying out due diligence work for potential acquisitions;
- Helping to develop a strategy for marketing flexible benefits;
- Providing outsourced expertise in the defined benefit market.
