Management Team Grows

James Wrigley promoted to Principal

James Wrigley promoted to Principal

There’s no greater compliment to the business than when one of our own decides to put down roots with the firm.

James Wrigley has been with First Financial for over 10 years.

On 1 July we welcomed him into the management team as our newest Principal.

Pathway to success

Pathway to success

James has worked his way up through the business in our adviser training programme.

He started out as a Client Service Manager, but was keen to grow and work more directly with clients.

“What excited me the most when I first joined the company was how the work we do for our clients really helps them. It blew my mind in those earlier years.”

It wasn’t long before he started moving up through the ranks to Associate Adviser and on to a Senior Adviser role before his most recent promotion to Principal.

It’s all about teamwork

James has worked in the teams led by Ben Rossi, David Pitt and Brad Jackson. Now he’s looking forward to growing a team of his own.

“I’m hoping to continue to grow and learn myself but also help to mentor more junior staff through to adviser and beyond.”

He currently works with Associate Adviser Rebecca Ruck and plans on making sure everyone in his team has the space to develop and learn with his support. He’s certainly learnt from the experts!

Motivated to help clients

Motivated to help clients

It’s the ability to keep learning and growing which really motivates James and that passion for the job doesn’t look like fading any time soon. James’s focus has been on younger clients looking to their retirement future.

Increasingly he is seeing a whole range of clients, from singles and families through to those transitioning into aged care support. His face may be familiar to those who’ve attended one of our aged care seminars.

“Many advisers typically rush to solve the first problem that they uncover with a client, but that’s often not the real issue. You need to dig a bit further to get to the real problem, that’s the one the client is coming to you for help with.”

Forging ahead with First Financial

Forging ahead with First Financial

So what’s next for First Financial’s newest and youngest Principal?

“I’m excited to be in a position now to work with the other Principals on forging the direction of the business going forward,” said James.

We’re thrilled to welcome James into the management team of First Financial and from the sounds of things, the feeling is mutual!

Get in touch here to speak to a First Financial adviser today.

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