Julian Harris Networks reports on success of its mentoring programme

Michael Lloyd

July 23, 2018

young people pay

Julian Harris Networks has reported that its support programme for prospective advisers who are newly qualified or have limited experience and looking to gain Competent Adviser Status (CAS) has been a success.

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.

Payne 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 recently left a well-paid role with a lender to start his own mortgage advice business and has now received Competent Adviser Status (CAS) after completing the Julian Harris mentoring scheme.

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. Mentees are also offered training sessions specifically aimed at how to attract business.

Julian Harris has designed a low fee structure 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.

Julian Harris, director of the Julian Harris 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.”

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