Eva StensonIn recent years, the landscape of work has dramatically shifted, with many professionals now operating from home rather than a traditional office environment.
This transition has been especially prevalent among UK mortgage and protection advisers, and while many are back working in an office environment at least part of the working week, it’s likely that this is not a trend that is going to end anytime soon.
So, as remote and flexible working has become the norm, it is essential we all prioritise the wellbeing of the advisers, and other employees, within the business.
Firms must ensure their employees have access to a comprehensive array of tools and resources to maintain their mental health, wellbeing, productivity, and job satisfaction – especially as you might not have that personal, one-to-one interaction as often as used to be the case.
For mortgage and protection advisers, the shift to remote work presents unique challenges. They often deal with sensitive financial matters that require a high level of concentration and empathy, which can be challenging outside the usual office setting.
To support advisers in this environment, firms must establish clear communication channels and set realistic expectations.
Regular check-ins and updates help advisers feel connected and informed, reducing feelings of isolation and uncertainty.
Providing platforms for virtual meetings and collaboration can help maintain a sense of teamwork and shared purpose.
Fostering a sense of community among remote employees is crucial. Firms can organise virtual social events, such as coffee mornings or team-building activities, to help advisers stay connected with colleagues.
Encouraging peer support networks can also create a sense of belonging and provide advisers with an outlet to share experiences and challenges.
By building a strong community, firms can combat the potential loneliness of remote work and reinforce the idea that advisers are part of a larger, supportive network.
Equipping advisers with the right tools and technical support is also essential for keeping them engaged and productive.
Firms should provide access to reliable technology, including secure communication platforms and software that facilitates efficient work processes.
Technical support should be readily available to address any issues quickly, minimising disruptions and frustration.
Additionally, firms can offer training sessions to help advisers enhance their digital skills, ensuring they feel confident and capable in a remote work environment.
Promoting a healthy work-life balance is another key aspect of supporting adviser wellbeing.
Flexible working hours allow advisers to manage their professional responsibilities alongside personal commitments, reducing stress and burnout.
Encouraging regular breaks and time away from screens can help advisers recharge and maintain focus.
Firms can set a positive example by respecting employees’ boundaries and discouraging after-hours communication, emphasising the importance of downtime.
Training and competence opportunities are also vital for advisers’ growth and development.
Firms should offer continuous professional development programs that enable advisers to enhance their skills and advance their careers.
By investing in their employees’ growth, firms can demonstrate a commitment to their long-term success and well-being.
Providing access to mentorship and coaching can also support advisers in navigating challenges and achieving their goals.
The benefits of offering a progressive working environment are significant. Happy employees tend to be more productive, contributing to better results for both the firm and its clients.
They are more likely to stay with the business longer, reducing staff turnover and the costs associated with recruitment and training. Additionally, engaged and satisfied employees tend to deliver excellent service, enhancing the firm’s reputation and fostering client loyalty.
Within this aspect of work, it’s also clear that trust and autonomy are fundamental to fostering a productive remote work environment.
Firms should empower advisers by giving them the freedom to manage their workloads and make decisions independently.
This trust boosts advisers’ confidence and job satisfaction, encouraging them to take ownership of their work.
To maintain a strong company culture, firms should clearly communicate their values and mission, ensuring advisers understand how their contributions align with the organisation’s goals.
Regularly sharing success stories and achievements can reinforce a sense of purpose and pride in their work.
At The Right Mortgage and Protection Network we are committed to supporting adviser well-being and offer a range of resources and initiatives.
Our Vulnerability Hub is a key resource for advisers, customers, and staff, providing access to counselling and support services, including bereavement support and resources from the NHS, MIND, and Samaritans.
By equipping advisers with the tools to identify signs of stress or vulnerability in themselves and their clients, we can all help foster a culture of empathy and care.
Prioritising the wellbeing of your advisory, and all other, staff is essential in today’s remote working environment.
Firms that offer this type of working environment are likely to see tangible benefits in terms of employee productivity, retention, and service quality.
By focusing on communication, community building, and providing necessary tools and support, firms can create a positive and productive workplace culture that will benefit all.
Eva Stenson is HR manager at The Right Mortgage & Protection Network
