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 running her own business. What does a mortgage adviser do? No day is the same when you are an adviser! In a day in the life of a mortgage adviser, I have to plan my […]
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 Chartered Paraplanner? For the Chartered Insurance and Chartered Investment and Securities Institute, I’m a “Chartered Financial Planner” because that’s the only title you can use with Chartered status. In reality, 40% of my time is […]
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 it’s to increase the sales from a panel of advisers, but it’s so much more than just that. A BDM is the main contact for advice firms when they’re working with a provider or lender, […]
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 Life Adviser: I tend to start the day with checking emails. I am lucky as I have a team, so they deal with my processing and chasing any applications for me. I visit most of […]
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 common for firms to employ someone purely for their administration requirements or even outsource the work. An administrator supports the firm as a whole or specific advisers to focus more on the client, due to […]
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 right, their skills have become indispensable to the client’s journey and paraplanners play an integral part in the wider financial planning team. Paraplanners work in collaboration with the Financial Planners and Administrators to ensure the […]