A Successful Start for the Julian Harris Academy

A support programme for prospective advisers who are newly qualified or have limited experience and looking to gain Competent Adviser Status (CAS).

The Academy also offers a support for those wishing to transition from Mortgage Adviser to Independent Financial Adviser (IFA).

The Julian Harris IFA and Mortgage Adviser Networks launched their mentoring scheme in April 2017 and are now in a position to report on its success. The scheme offers those with limited experience in the industry who are either newly qualified or wanting a change of career, to kick start their own businesses. The scheme provides mentees with an experienced adviser to guide them through the process and offer help and support.

A low fee structure has been carefully designed to help ensure that mentees can get their businesses off to the best possible start. Members can join Julian Harris as Advisers With or Appointed Representatives on a self-employed/Limited company basis. Mentees are also offered training sessions specifically aimed at how to attract business and given details of lead generation programmes.

So far, the scheme has been a great success. Ed Payne recently left a well paid role with a lender to start his own mortgage advice business and has now reached Competent Adviser Status (CAS) after completing the Julian Harris mentoring scheme. Commenting on his experience, Ed said:

Julian has had to invest a lot of time and money in putting a great training and assessment program in place, ably run by Peter Welsh, along with highly experienced mentors to train, guide and support you along the way. With a structured program, I could work under Julian Harris Mortgages Ltd with 100% supervision and a mentor checking and discussing my cases before advice was given until I achieved CAS status.

Ed Payne, Family First Finance and Clifton Mortgages

Julian Harris, Director of the Networks, said:

We are in a unique position to identify and offer prospective advisers the support of long-standing advisers who are looking to give something back, having been running our networks since 1992. It is very rewarding to see our mentees reach Competent Adviser Status through our scheme and go on to run successful businesses. This is an offering that we are particularly proud of.

Julian Harris, Director, Julian Harris Networks

If you are interested in hearing more details about the scheme, you can visit www.julianharris.net/academy or email [email protected].