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. […]
The Change Catalyst – Chris Moon on the Psychology of Change
Have you ever wanted to make a change in your life, but a voice in your head told you that you won’t succeed? Whether we’re dealing with change in our personal lives or our careers, it’s human nature to avoid risk: in fact, it’s hardwired into our DNA. However, this natural evolution can also be […]
The Rise of the UK Retail Wealth Market
The Total UK retail wealth is growing! Despite what you hear in the news about the collapse of the physical Highstreet, combined with the rise of the online high street – the retail wealth of the UK is in fact thriving! Third parties suggest the retail liquid assets alone account for some £3.8 trillion as […]
A Day in the Life of a Financial Planner
Chris Thompson, Financial Planner What actually is a financial planner? Logical place to start.. Let’s cover off a few misconceptions at the same time. Financial Planning was once about being a salesman. Selling financial products and persuading people to buy whatever investment you were tasked with selling. Over the last 10 years being a Financial […]
A Day in the Life of a Financial Planner
Ben Slater, Chartered Financial Planner You may be wondering what a day in the life of a Financial Planner is like? Well, here’s my journey… I’ve been in the industry for around 10 years and in that time, I’ve moved through the ranks, from Apprentice Administrator, Administrator, Trainee Paraplanner, Paraplanner, Trainee Adviser and then Chartered […]
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 city of Winchester with my incredible wife, Sarah, and our nutty (but wonderful) golden retriever, Mabel. We have a love of travel, are absolutely sport and fitness mad and have a desire to create a […]
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 […]
BTS Career Pathways | Getting into Financial Services
BTS ‘Career Pathways’ webinars are here! We’re excited to share a series of events featuring special guests discussing routes and opportunities in the Financial Planning profession. These free events are designed for new / recently qualified financial services professionals and those thinking about their next steps. Check out the webinars page to register to attend upcoming […]
Study Routes for Pursuing a Career in Financial Planning | Professional Paraplanner Magazine
What are the training routes for a career in financial planning? Surveys conducted by global corporations have shown around one in four adults are considering a change of career post-pandemic. It is no secret that a career in financial planning attract a high number of career-changers (a recent PFS member poll suggested 47% of entrants […]