St. James’s Place – A Day in the Life of an Academy Candidate
Candidate Support and Business Development Adviser, Nikita Phillips was delighted to join ex-teacher Samantha Townsend, to discuss a day in the life of a candidate on the St. James’s Place Academy. The St. James’s Place Adviser Academy is the largest financial adviser Academy and is a popular choice for career changers just like Samantha. In this […]
Mortgage advice – What skills and qualifications do you need?
There’s more than one recognised qualification for Mortgage Advisers, which means you have a choice! When we talk to aspiring mortgage advisers, they often believe that the Certificate in Mortgage Advice and Practice (CeMAP) course is the only qualification route available to them. However, the Chartered Insurance Institute’s (CII) Certificate in Mortgage Advice offers an […]
Zoom Interviews: Prep for Success!
Since 2020, many companies have moved away from the traditional face-to-face interview and now depend on and value the rise of the digital age to help them in their hiring process. A Zoom interview typically follows a telephone interview and precedes the face-to-face meeting, making it a crucial stage in progressing to the next phase. […]
Changing Careers: Adviser Stories
60% of Academy joiners on the St. James’s Place Financial Adviser Academy have no previous experience in the finance sector! Whilst this might surprise you, there is a very good reason why having previous experience in finance is not a pre-requisite of changing careers into a financial adviser role. In reality, transferable skills such as […]
Does age really matter when making a career change?
In this article, Career Coach Kiki Stanton shares tips to help anyone navigating a career change including how to own your personal and professional development and get the job satisfaction you have been looking for! According to Kiki, it’s never too early, or too late, and we agree! The careers advice in this article is […]
Compliance: An Insider’s Guide
What does a career in compliance look like? BTS’ Nikita Phillips was delighted to chat with Danielle Moore from True Potential to discuss all things compliance: The good, the bad and the opportunities available for career development. Watch the video below or continue reading to discover more about the world of compliance. https://www.youtube.com/watch?v=SO-4QQdtVjk Q: Thanks […]
Invest in Women: Accelerate Progress – International Women’s Day
This International Women’s Day inspired article follows a special edition of the BTS Career Pathways Podcast hosted by Alex Langhorn, Head of Business Support with special guest Gee Foottit, Senior Manager at St. James’s Place. Alex and Gee discussed the work that’s being done in Financial Services to improve gender inclusive practices for both professionals and […]
From Paraplanner to Adviser: Making the switch
Paraplanners are integral to many financial advice businesses – their expertise and knowledge are highly valued, and many advisers would be lost without them! But sometimes, some paraplanners find themselves considering if their skillset is more suited to advising, especially as they understand better than anyone how advisers work and what their day-to-day looks like. […]
St. James’s Place Financial Adviser Academy: Your Questions Answered
Our Head of Business Support, Alex Langhorn was delighted to join Scott Stevens from the St. James’s Place Financial Adviser Academy. Together, we discussed all things SJP, dispelled common misconceptions, and engaged directly with the BTS community by addressing your questions. As one of the largest academies, St. James’s Place Adviser Academy is a popular […]
From Investment Banking to Financial Advice
Working in finance doesn’t mean giving up autonomy and flexibility! Read Joanna’s story and watch her video account of how she changed roles within finance, from investment banking to financial advice and still enjoys all the benefits of a career in financial services – without the corporate culture. Joanna’s story Joanna’s career path took an […]