The Financial Advice Paradox
It’s not new news when we talk about the ‘advice gap.’ The question is what are we doing about it? Ross Liston, CEO of M&G Wealth Advice, says their focus is around how we help bring more advice to more people and that they’ve made a commitment to evolve their business, making advice more accessible. […]
Myth busting: breaking down financial advice stereotypes
We can all be guilty of casting stereotypes. These can manifest themselves from the societies we live in, or the news and stories we’ve heard in the past. Problem is, stereotypes often don’t paint an accurate (or even flattering) picture of the person, idea, culture or business they’re aimed at. And this couldn’t be truer […]
What do we look for at the M&G Wealth Advice Academy?
To excel in a particular job, you often need a specific skillset. This can vary from profession to profession, and some may demand a more niche skillset than others. For example, the best teachers often possess a patient and helpful nature to foster a positive learning environment. Compare this to a number-crunching accountant, where analytical […]
Discovering Your Potential as a Financial Adviser: Are You Ready?
Nikita Phillips, Candidate Support and Business Development Adviser, shares her insights in this article about her new position and what she believes individuals should focus on to successfully transition into a career as a Financial Adviser. When I first joined the industry in 2019, as a junior administrator, I told myself I would be a […]
7 reasons why you should become a Financial Adviser
Here at BTS, we often speak with many individuals about the different roles available in financial services. Becoming a financial adviser really is a fantastic career choice, and one which enables you to make a real impact on your client’s lives. In this article, our Featured Company, St. James’s Place Academy, shares seven compelling reasons […]
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 […]
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 […]
From Banking to Financial Advice
Zohul’s education and career journey wasn’t always a straightforward one. Being born and raised in Afghanistan, then moving to the UK in her early teens – Zohul’s hard working spirt and mentality has helped her overcome many challenges that have shaped her business and made her the adviser she is today. Read Zohul’s inspiring story […]