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19 April 2021 

Two financial services experts from Manchester’s B-Compliant have mentored 18 advisers in as many months, helping them fulfil their career goals.

Compliance consultants, Vicky Pearce and Annabel Gray, give up their free time to help those looking for personal and professional development from as far afield as Mumbai.

Prolific mentor, Annabel, has assisted 13 people, with varying levels of experience, in the last year and a half, via the Chartered Insurance Institute’s (CII) platform, Connect. She has been a training and competence supervisor for many years and uses her knowledge of the financial sector to guide mentees on forging new careers and repositioning their businesses.

Annabel said: “I am a great believer that we can all benefit from having a mentor. I think it is vital that anyone wanting to explore something does so with the help of someone who understands what they are trying to do and this is certainly true of financial services. I have been mentored myself and wouldn’t hesitate to do it again.”

Annabel is currently working with two teachers who are taking CII examinations while they work, with a view to a career change. One of them has just secured a trainee financial planning role, thanks to the support she has been provided.

B-Compliant’s founding director, Vicky Pearce, has taken on five mentees through the Connect platform. Two were advisers setting up new firms and following the mentoring, they extended the relationship, engaging Vicky in compliance support. She added: “Mentoring is the perfect way for us to share our skills and experience to enhance the profession we are so passionate about. Annabel and I both enjoy building a rapport with mentees and many of them keep in touch long after the process has ended. It is hugely rewarding to have such a positive influence on someone’s career.”

B-Compliant provides tailored compliance services to small and medium-sized businesses regulated by the Financial Conduct Authority. They include financial and mortgage advisers, wealth, fund and discretionary investment managers, private equity firms and insurance brokers.

The Personal Finance Society arm of the CII runs the Connect mentoring scheme. Visit https://www.thepfs.org/membership/benefits/connect/ for details. To find out more about B-Compliant’s range of services, telephone (0161) 521 8641, visit: www.b-compliant.co.uk or follow the firm on Twitter, @b_compliant.

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