First, we provide an immensely valuable service to our clients. The demand for financial advice will grow and become more valuable to a wider cross-section of society. Wren Sterling is set up to attract more clients and help more people make increasingly difficult financial decisions facing them.
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Secondly, we genuinely care about the quality of our service and advice. We want to attract the very best advisers and give them all the support they need to grow with us. That includes personal development, admin support, tools and marketing. Furthermore, with the ongoing support of our owners, we’ve recently replaced all our IT and CRM system with marketleading products including Intelligent Office, increasing efficiency for all and freeing more valuable time to deliver advice to our clients.
Thirdly, we’re innovative and proactive. We’ve secured enviable national introducer arrangements with major accountancy, insurance and law firms that are just waiting to be maximised. We also recognise that clients want to interact with their adviser in new ways, so we’ve got video conferencing facilities available, a dedicated telephone advice service that advises clients with less complex requirements. Our structure allows us to bolt on other technologies as and when they become widely adopted by our clients, giving them greater choice of communication channel and future-proofing our offering.
If you’re a forward-thinking financial adviser with a true passion for client service, a hunger for unlimited earnings potential, who wants the full support of a national business that is geared up, innovative and going places, then Wren Sterling is the company for you.