The mortgage, protection and financial planning network has hired Hrutuja Patnekar as a full-stack developer and Ash Yavari as an experienced UX/UI designer.
It has also hired Calum Anderson as a social media and marketing assistant.
Investing in technology
Ahmed Bawa (pictured), chief executive of Rosemount Financial Solutions, said: “I am delighted to welcome Hrutuja, Ash and Calum to the Rosemount family.
“As a network, we are passionate about investing in the technology and processes that will help our advisers be more efficient and deliver a higher standard of support to their clients.
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“There’s no question that AI has a big role to play in the future of financial advice, and we want to be at the forefront of integrating it where it can be most effective.”
Bawa explained that boosting its designer ranks will ensure that advisers and their clients enjoy a smooth, slick journey, while also delivering the sort of personalised social media and marketing guidance that will help advisers connect with a new generation of clients.
He added: “It’s been an extraordinary year of growth for Rosemount Financial Solutions (IFA), but we have no intention to stand still.
“We have seen so much interest from advisers because of the family feel that we have built, making each adviser feel truly welcomed and valued. We will continue to invest wherever possible to help our advisers reach their potential and deliver the most efficient service possible for their clients.”
Full-stack developer Patnekar has recently graduated with an MSc in artificial intelligence (AI) from the University of St Andrews.
In her role, she will be tasked with integrating and leveraging AI into the innovative tools provided by the network.
The aim is to streamline workflows and help advisers provide data-driven services to their clients.
It includes the development of a chatbot for advisers, which will act as a digital assistant, retrieving real-time client data, summarising market trends and providing actionable recommendations.
Meanwhile, Yavari is an experienced UX/UI designer who graduated as a product designer and has worked as a designer for Watchshop and Norwegianlog.
Yavari will be tasked with designing the new website and ensuring that Rosemount Financial Solutions’ advisers enjoy an optimised, smooth experience when using any of the network’s tools or portals.
Finally, journalism graduate Anderson will be working with Rosemount Financial Solutions advisers, helping them to maximise their effectiveness on social media and assisting with their marketing needs.
Last month, Rosemount Financial Solutions added long-term lender Perenna to its panel.
