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The CII Route to Chartered

Achieving Chartered status will be challenging, exciting and rewarding To complete the Advanced Diploma, candidates must already hold either the.......

Moving from your Level 4 Exams to a Level 6 exam

What’s the difference between taking an R06 Level 4 and an AF5 Level 6 exam? When candidates start to explore.......

From Sports Person to Financial Planner

How Ben Stebbings went from cricket to Financial Planning How it all began I live down south in the beautiful.......

A Day in the Life of a Mortgage Adviser

Kelly Ellis, the founder of The Mortgage Mom, talks to us about her varied role as a Mortgage Adviser and.......

A Day in the Life of an Authorised Chartered Paraplanner

Chris Adams, Authorised Chartered Financial Planner and Paraplanner at Gibbs Denley Financial Services. What does it mean to be a.......

A Day in the Life of a Protection Business Development Manager

Vikki Carey, Business Development Manager What does it mean to be a Business Development Manager (BDM)? Well, I guess primarily.......

A Day in the Life of a Later Life Adviser

Sandy Ameer-Beg, CeMAP, CeFA, CeRER What does a typical day look like? A Day in the Life of a Later.......

A Day in the Life of a Financial Planning Administrator

Natalie Dawes, DipPFS What does a Financial Administrator do? All financial planning firms require administration, and it has become very.......

A Day in the Life of a Paraplanner

Kimberley Malin, Paraplanner What does a paraplanner do? Paraplanning over the years has developed into a career in its own.......

Beyond the R0 exams: Options for Level 6  

Beyond the R0 exams | Lewis Byford from Antony George Recruitment chats to BTS. In this latest webinar collaboration, BTS.......

AF5 Financial Planning Process | BTS Launch New Exam Support 

Brand new BTS AF5 exam support launched! BTS are delighted to announce the launch of our brand new AF5 exam.......

AF7 Pension transfers | BTS launch new exam support

Brand new AF7 exam support launched August 2022! BTS are delighted to announce the launch of our brand new AF7.......

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BTS joins forces with the Davies Group

BTS joins forces with the Davies Group

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What makes the Quilter Academy so unique

What makes the Quilter Academy unique?

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Life in a SJP Principal Partner Practice Clearwater Wealth Management

Life in a SJP Principal Partner Practice: Clearwater Wealth Management

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Is financial advice a sustainable career choice

Is financial advice a sustainable career choice

Date Posted
Magnificent 7 Top traits to become a financial adviser

Magnificent 7 – top traits to become a financial adviser

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Dip PFS, what’s next

DipPFS, what’s next?

Date Posted
How to manage a career change in 8 steps

How to manage a career change in 8 steps

Are you looking for a new role in 2025 Start here!

Are you looking for a new role in 2025? Start here!  

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