Awesome FA Firm! - werkgeversreview Senior Group Financial Services Director bij Infinity Financial Advisory

5,0
22 mei 2024
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

A consultative upper management team that includes all directors in decision making. Ecosystem that helps advisers flourish in their advisory career.

Minpunten

Office can be bigger but I believe that it is important to manage costs for a newly set up FA firm.

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1,0
4 feb 2026
Anonieme werknemer
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

Good system, seamless application and CRM

Minpunten

Incentives given to clients come from adviser's pocket, only found out when it was deducted. Messy backend, department for adviser is inefficient, and provides misinformation. Not the best in compensation, be careful of their offers. Unfair, unmerited appointment for some.

4,0
25 okt 2025
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

Young team, energetic,automatic system, passionate

Minpunten

Management experience , account team inefficient

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