Leading South Wales-based financial advisory and pensions specialist Seer Green is targeting a significant expansion of its business to cater for a rapidly-growing client base and workload.
The company is looking to increase its team of financial planners and mortgage advice specialists by at least 50 per cent over the next six months as it also prepares for an expected economic recovery in Wales.
Founded two years ago as a niche financial services business, Seer Green has experienced strong growth, particularly in the pensions sector where it has been at the forefront of guiding firms through auto-enrolment and company pensions schemes across South Wales and the South West.
Based at Newport’s Celtic Springs Business Park, the company is currently working with a number of different companies, helping to advise on the best options for its clients and enrolling hundreds of employees onto their new workplace pension schemes.
The firm’s existing team of mortgage and protection specialists are also reporting a big increase in mortgage enquiries as the property market continues to show signs of sustained improvement.
Seer Green director and pensions specialist Siobhan Mail said: “With a growing portfolio of clients across South Wales and the South West, and plans to expand into Swansea and West Wales, we need to develop our team of advisers and are currently looking to take on more people.
“Our aim is to increase our staff numbers by at least another 5 in the next six months to cater for the upsurge in corporate business, particularly with the on-going work from pensions auto-enrolment which, of course, affects every business of every size across Wales and the rest of the UK.
“As a major player in Wales in this sector we are well aware that most companies are just not geared up for the consequences of having to provide a pension for their entire workforce – let alone considered the implications, both financially and administratively – to ensure they remain compliant within the law.
Siobhan added: “However, we are also dealing with increased demand for our services from personal clients. A major shift in the housing market brought about by an improving economy has meant mortgage enquiries are rising fast, especially from first time buyers.”