21 January 2020
Pictured from left to right: Robert Armstrong; Richard Buxton (Group Human Resources Director); Amanveer Khehra; Conor Sheehan (back row); Matthew Eaton; William Fynn (back row); Charlotte Stevens; Egle Jovarauskaite (back row); Kate Nurden; Alex Needham (back row); Nick Fitzgerald (Managing Director of Financial Planning)
Pictured from left to right: William Fynn; Conor Sheehan; Amanveer Khehra; Alex Needham (back); Charlotte Stevens; Egle Jovarauskaite (back); Elizabeth Keith (Brewin Dolphin Financial Planning Academy Manager); Kate Nurden; Robert Armstrong; Matthew Eaton
Wealth manager Brewin Dolphin has seen the second cohort from its financial planning academy graduate at a ceremony that was held at its London head office on 15th January.
The nine graduates successfully completed their apprenticeship course, with several achieving distinctions, to receive their diploma as fully qualified paraplanners from the company’s group director of human resources, Richard Buxton, and its managing director of financial planning, Nick Fitzgerald.
At the ceremony, Elizabeth Keith, Brewin Dolphin’s financial planning academy manager, spoke about the changing nature of the paraplanning role within the industry, from being seen as an admin support function to becoming a recognised profession and an integral part in the financial planning process. She concluded by congratulating the graduates, whom she said had grown both personally and professionally to represent the true embodiment of the paraplanning industry.
In his speech, Nick Fitzgerald, managing director of financial planning, Brewin Dolphin, said the role of a paraplanner is integral to the efficient running of any financial advice function and that it is through the support and diligence of paraplanners that facilitates financial advisers to be able to offer clients financial planning advice that meets their objectives. He concluded by encouraging the graduates to ‘keep learning’ and to ask themselves ‘what do I want to achieve?’. He said their skills were recognised and valued, and that their careers were on an upward trajectory.
Richard Buxton, group human resources director, Brewin Dolphin, concluded proceedings by saying that the Brewin Dolphin Financial Planning Academy was very much a labour of love for himself and Nick Fitzgerald, and was borne out of the vision that advice is the future. ‘We realised that all clients are looking for the human touch when seeking financial planning advice”, he said. “People want expertise and trusted relationships”, he added. He went on to say that one can grow quicker and faster in a career if learning is supported with practical on-the-job working, and hence Brewin Dolphin invests in a wide range of Learning and Development initiatives. He concluded by saying that initiatives like the financial planning academy are important as they help our talented people learn the skills they need for the future of advice.
With people’s financial aspirations evolving, Brewin Dolphin recognises the need for expert, trusted financial advice and has developed initiatives, like its financial planning academy, to help address the advice gap. It has over 100 dedicated financial planners (as at 30th September 2019) and over the past five years (2015-2019) its financial planning revenue has doubled[1], signifying the importance people place on receiving financial planning advice.
-ENDS-
PRESS INFORMATION
For further information, please contact:
Richard Janes richard.janes@brewin.co.uk / Tel. +44 (0) 20 3201 3343
Anita Turland: anita.turland@brewin.co.uk / Tel: (0) 20 3201 4263
Payal Nair payal.nair@brewin.co.uk / Tel: +44 (0) 20 3201 3342
Camarco: brewin@camarco.co.uk / Tel: +44 (0)20 3757 4980
NOTES TO EDITORS
Disclaimers:
- The value of investments can fall and you may get back less than you invested
- Brewin Dolphin is authorised and regulated by the FCA
About Brewin Dolphin
- Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £45.0* billion in total funds, it offers award-winning personalised wealth management services that meet the varied needs of our clients including individuals, charities and corporates.
We give clients security and wellbeing by helping them to protect and grow their wealth, in order to enrich their lives by achieving their goals and aspirations. Our services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing. Our focus on discretionary investment management has led to significant growth in client funds and we now manage £40.1* billion on a discretionary basis.
Our intermediary business manages over £13.8* billion of assets for over 1,700 advice firms either on a discretionary basis or via our Managed Portfolio Service.
In line with the premium we place on personal relationships, we’ve built a network of 32 offices across the UK, Jersey and Dublin, staffed by qualified investment managers and financial planners. We are committed to the most exacting standards of client service, with long-term thinking and absolute focus on our clients’ needs at the core.
*as at 30th September 2019
[1] Q4 2019 quarterly FP income more than doubled since Q1 2015 (Source: Brewin Dolphin Nov. 2019)