It aims to have 1,000 advisers in the next three years
Mortgage and protection firm Access Financial Services (Access FS) has appointed Peter Phillips (pictured) as the new training manager for its academy, as part of its goal to have over 1,000 advisers in the next three years.
Phillips joins with over 20 years of experience in the industry, having previously been part of Simply Academy and Countrywide.
Spearheading Access FS’s academy, Phillips will work with the firm’s senior management to provide advisers with training and support to set them up for success in mortgage and protection sales.
The advisers will be initially trained in all protection products, teaching them how to provide advice and how to develop their businesses. They will then be taught about mortgage sales, providing each adviser with CeMAP 1, 2, and 3, as well as in-depth knowledge of mortgage and specialist lending products.
Access FS has doubled its broker number in the past year from 100 to 200. This is the third year running that it has doubled in size, and much of that, the firm said, is due to the success of its academy bringing new people into the mortgage and protection industries.
The academies now run monthly with up to 15 people on each one, with Phillips having been brought in to manage the academy program and to structure the ongoing mentoring that newly qualified Access brokers receive.
Karl Wilkinson, chief executive and founder of Access Financial Services, has set a target to hire and train another 100 young aspiring entrepreneurs in 2023 to continue the firm’s desire to build the business around young leaders.
“We are incredibly proud to welcome Peter to Access Financial Services,” Wilkinson remarked. “His role will be invaluable for our expansion plans as we look to meet the demand of our academy signups.
“We are thrilled to reach the 200 milestone, the number of advisers wanting to join Access this year surpassed expectation. We are ambitious, and we expect to have 300 advisers by the end of this year, while laying the ground work to achieve 1,000 advisers over the next three years.”
Advisers, of any level, looking to join Access FS can find more information about the academy on its website.
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