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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.......

Sitting the AF5 exam | The candidate experience 

Sitting the AF5 exam – the candidate experience R0 exam candidates often consider progressing onto the AF exams. The AF5.......

BTS Career Pathways | Qualifications for Paraplanners

After three fantastic episodes covering Getting into Financial Services, Changing Careers and Routes to Level 4, the next event in.......

How to Pass the CII R03 | Income Tax Calculation Questions

In this article, Jeff Scholes director from BTS explains how to use a process approach to an R03 Personal Taxation.......

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Quilter Academy Open Evening London: Key Insights for Aspiring Financial Advisers

Quilter Academy Open Evening London: Key Insights for Aspiring Financial Advisers

Date Posted
Introducing IF1 Your First Step into Insurance

Introducing IF1: Your First Step into Insurance

Date Posted
Mastering M05 Cracking the Code of Insurance Law

Mastering M05: Cracking the Code of Insurance Law

Date Posted
BTS are winners at the Professional Paraplanner Awards 5 years running!

BTS are Winners at the Professional Paraplanner Awards – 5 Years Running!

From stage 1 to stage 4 and beyond: The M&G Wealth Advice Academy

Date Posted
Inside Quilter Academy Building knowledge, confidence and professional resilience

Inside The Quilter Academy: Building knowledge, confidence and professional resilience

Date Posted
Why becoming a financial adviser offers stability in an industry shaped by the markets

Why becoming a financial adviser offers stability in an industry shaped by the markets

Date Posted
From admin assistant to business owner

From Admin Assistant to Business Owner

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