Caption: Our 7 awards; front left, Liz Beavis our Managing Director holding our 2024 award
Financial Management Bureau (FMB) was recently named as one of the Best Companies Group 2024 “Best Financial Advisers to Work For” for the seventh year in a row. The awards programme began in 2017 and is promoted by Professional Adviser in partnership with Best Companies Group. This industry-wide survey and awards programme is designed to identify, recognise, and honor the best places of employment in the financial advice industry. The 2024 Best Financial Advisers to Work For list is made up of 24 companies from around the UK.
Companies from across the industry entered the two-part process to determine the Best Financial Advisers to Work For. The first part consisted of evaluating each nominated company's workplace policies, practices, and demographics. This part of the process was worth approximately 25% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 75% of the total evaluation. The combined scores determined the top companies and the final ranking. Best Companies Group managed the overall registration and survey process and analysed the data and used their expertise to determine the final rankings.
To be considered for participation, companies had to fulfill the following eligibility requirements:
- Have a minimum of 15 employees working in the United Kingdom (England, Scotland, Wales, and Northern Ireland)
- Work in Financial Advice sector (including Paraplanning) or the wider Financial Services community
- Be a publicly or privately owned business
- Have a facility in the United Kingdom
- Must be in business a minimum of one year
Director Ruth Power collected the award at the Professional Adviser Awards in London on 20th March.