Gianpaolo Mantini, Higgins Fairbairn Advisory, London
Paraplanner/trainee IFA/junior IFA.
Minimum level four, but expected to move to chartered with support.
Employed but with option to become an equity partner in the future.
Why is your firm different?
We are a small business that hived off from an accountancy firm. We have subsequently entered into a joint venture with a law firm. As such, the majority of clients come from these established professional connections. Due to these relationships we have been following a retail distribution review (RDR) model since 2005. We are a firm believer in investing in people and will fully support and encourage personal development. We like to keep things simple concentrating on the longer term strategy and outsourcing to other professionals as client needs dictate. We believe that the relationship and focusing on client needs is the most important aspect of the role.
What is your plan for 2013?
To expand the general capacity of the business both from an advisory and back-office function to help cater for the business generated following the establishment of a joint venture with a legal firm in 2012. We would like an additional adviser to help service existing clients and deal with new referrals. We are also looking towards the longer term opportunities presented by auto-enrolment and employee benefits in general. Both the accountancy firm and legal practice have long standing relationships with many businesses so this may be an area that we move into more.