26 July 2023

Financial Advisor Takes On Employee – his first. Financial adviser Dave Southby has seen his Wiltshire-based business grow in the past two years. So much so that he’s taken on his first employee, Neil Sawyer, to help grow the company further.

Neil, (47), who lives in Haydon Wick used to work in a prestigious car dealership. He’s now joined Dave as a practice administrator.

Financial Advisor Takes On Employee - Dave Southby of Dave Southby Financial Planning with his first employee Neil Sawyer.
Financial Advisor Takes On Employee – Dave Southby of Dave Southby Financial Planning with his first employee Neil Sawyer.

Extra support

My business has been growing to the point where I needed someone to assist with the administration,’ said Dave Southby. ‘This is because of new business coming in, as well as supporting existing clients. The time has come for getting extra support in the vital back office tasks so I can focus on my clients’ experience and outcomes.’

Dave was looking for someone who was process-driven, focused on details and with a willingness to learn.

‘Neil has twenty-one years of experience in accounts and administration. So he has all the skills I was looking for in my first employee,’ added Dave. ‘His appointment will allow me more time for my clients and to work on the business, allowing us to grow further. It also ensures we have a continuous presence in the office while I am away.’

In the first instance, Neil joins as a practice administrator. But with a view to becoming a paraplanner once he passes all relevant qualifications.

Neil said: ‘I knew about the company before joining, as myself and Dave have been colleagues and friends for the last ten years. Dave approached me and offered me the opportunity to join his business as he knew what skills I had to bring to the role.’

Having worked as an accounts assistant and sales administrator for a local car dealership, Neil’s looking forward to the challenge of learning a completely different role within financial services.

In the short term, I want to be able to learn and grow. All with the end goal of becoming a qualified paraplanner and helping Dave grow his business.’

Dave Southby

Dave Southby is a partner with St James’ Place and helps individuals, families and small business owners to manage their wealth effectively. He specialises in working with people who live in Swindon and North Wiltshire. To find out more about him visit https://davesouthbyfp.co.uk/

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