Frazer is Head of Operations at First Wealth, where he leads the operational team so that everyone can do their best work – advisers, paraplanners, support team and, ultimately, clients.
He joined the firm in September 2020 as a Client Relationship Manager and has since worked his way through several of the functions that make the business run, as Head of Paraplanning, Head of Learning & Development, and now Head of Operations. That journey means he understands First Wealth from the inside out: the technical craft of advice, the way the team learns and grows, and the systems and processes that hold it all together.
As a Chartered Paraplanner and a holder of the CIPD Level 5 Diploma in Learning & Development, Frazer brings rigour to both sides of the role. The operational and the human. At the heart of the job is project management in its truest sense: taking complex, moving initiatives, often running in parallel, and pulling them into a single plan that works. From technology rollouts to process redesigns, his instinct is to design the change around the people who’ll be living with it, not the other way round.
The people side of the role is where he finds the most meaning. Watching colleagues develop, take on more, and grow into the firm is, for him, the closest thing in business to the impact First Wealth’s advisers have with clients – and it’s why the B Corp standard the firm holds itself to resonates with him personally.
Operational strategy and change leadership
Leading operational change that helps teams work better, grow sustainably and deliver a stronger client experience.
Project and programme management
Turning complex, fast-moving initiatives into clear, coordinated plans that deliver meaningful outcomes.
Process design
Designing practical, people-first processes that improve consistency, efficiency and day-to-day experience.
Technology transformation
Helping teams adopt technology in a way that supports people, simplifies work and drives better results.
Learning and development
Creating environments where people can grow, build confidence and do the best work of their careers.
What professional qualifications do you have?
Level 6 Advanced Diploma in Financial Planning (PFS)
Level 5 Diploma in Organisational Learning and Development (CIPD)
What is your best meal ever?
Sea food buffet at Shangri-La Hotel, Kuala Lumpur.
Your superpower?
Perseverance.
What matters most to you in three words?
Making a difference.
Describe your perfect day?
Waking up, doing intense exercise, watching a good game of football, followed by a nice meal. Ending with reading a chapter of a book on behavioural finance.