One of Wales’ leading financial advisory firms, Seer Green Financial Planning, is on the hunt to recruit around ten more advisers.
The Newport-headquartered financial planning business has recently become directly authorised (DA) by the Financial Conduct Authority.
Seer Green has spent the first five years of business being regulated within a wider financial services network but with the FCA endorsement it has now achieved DA status and is offering opportunities for at least ten more financial advisers to join them over the next six to twelve months.
Pensions expert, Siobhan Thomas, Director and one of the founders of Seer Green, said:
“Receiving this approval by the FCA and becoming directly authorised is a great boost for the business, and is a culmination of the quality and consistency of all the hard work by the whole team.
“Being DA means we now have more control of our business and our processes, which is great news for our clients, both corporate and personal – and to be approved by the FCA in this way means we are recognised as having a good, sustainable business.”
“As well as taking on ten or more advisers to work at Seer Green over the coming months, our new status also means we can provide the regulatory network for IFAs wishing to stay working on their own but who need the support from a larger network for their compliance and other services.
“As we are newly-authorised and have less overheads than the much larger firms we can offer this support at genuinely competitive rates, and with a more personal touch and attention to detail.”
With the FCA direct authorisation also comes the opportunity to expand the business and Siobhan and her team are looking for around ten financial advisers to join them.
“This is a really exciting time for Seer Green as we now need more staff to advise our growing client list and so we are looking to recruit people who are keen to work for a lively, family-friendly and forward-thinking company.”
Seer Green provides expert advice for businesses and individuals regarding their mortgages, investments, tax planning, pensions, and insurance.
The business was founded in 2010 and from its head office at the Celtic Springs Business Park in Newport has built up a portfolio of clients across Wales and the South West of England.