Risk-profiler FinaMetrica is to set up a UK-based sales team in a bid to grow its customer base.
The Sydney-based company currently serves around 1,300 advisers in the UK - and 3,000 intermediaries worldwide - but does not have a UK-based sales and support unit. "Having a local sales team will be a major advantage, but it's really the client has to make up their mind whether they want to use it," said co-founder and director, Paul Resnik. He praised the UK's "vibrant" group of trade bodies for encouraging better risk-profiling: "There is an extraordinary collegiate nature within the Institute of Financial Planning (IFP) membership," he said. "In Australia we have one body equi...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes