Beneficial Life
Beneficial Life, London (Ltd)

Blog

What’s happening in financial services…

1 month with Beneficial Life...

I can’t quite believe that it’s been a month with Beneficial Life already. It really has been a whirlwind.

Initially, I’ve been spending a couple of days up in Manchester each week (bar one), where most of the team is based. . In these last 4 weeks I have attended my 1st roadshow, recruited my first adviser (that’s you, Durga!), and gotten to talk to some of our existing advisers (Lisa, Nazam, Louise & Sam to name just a few).

I’m also learning more about mortgages and protection and lenders and fees, slowly but surely. We’re fortunate to have a core team with a whole bunch of experience and expertise, so I’m never short of someone to run a query by. Nick and Mike ‘OB’ continue to bear the brunt of most of my questions… it feels like it’s all coming together, nevertheless!

I’m having more and more conversations with potential advisers, and both learning more and building relationships ( two of my favourite things) as I go. Our new website is also so close to being ready to go, we’re in the ‘final touches’ stage right now. Aside from that, we are thinking about the next 6–12 months, and the changes our projected growth will bring about — from running more of our roadshow events through to hiring more staff to ensure we are growing organically alongside our adviser numbers.

Away from the office (about a stone’s throw to be precise), I have also been becoming acquainted with the friendly local pub. I’m not much of a drinker, but I may have had one or two on Wednesday night after the England game (:(), and again briefly with my colleagues on Thursday. Whilst the culture in our office is brilliant, I think it is important to spend time doing non-worky things together as well. Perhaps I’ll be putting myself forward for role of social secretary…

One month down, and I’m looking forward to the next 4 weeks before I go on holiday in mid-August. I’m hoping to spend more time getting to understand our compliance procedures, with Pete our Compliance Manager and Emma who conducts our T&C meetings with Pete. I’m also sitting in on my first Induction Course, for new advisers who have joined us. As we continue to grow (we took on 30 advisers last month alone), we’ll be conducting doing more and more of these Induction Courses; aside from being a nice intro to our network, it’s also a chance for our new advisers to meet other “newbies” and hopefully the start of new relationships which will exist for months and years to come.

Until next time,

Jas
aka Network Development + Community
jas@beneficiallife.co.uk

PPS. On a slightly different note, one of the things which helps keep me grounded (and sane!) is the Headspace app, which I recommend highly. I’ll be writing more about that in a post coming soon :)

Jas Hothi