Candidate Support and Business Development Adviser: Meet the newest member of our team!
Hi there, I’m Will Salmon and I’m proud to have recently joined BTS as a Candidate Support and Business Development Adviser! I’ve been in the Financial Services industry for nearly 5 years (so far!) with all of that time having been spent at Aviva, which was a fantastic place to start in the industry. I […]
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 […]
Why choose the M&G Wealth Advice Academy?
When it comes to learning the ropes of financial advice, having a partner you can rely on is crucial. Although it can be an extremely rewarding career, there’s a lot of learning involved before you can call yourself fully qualified. Like other professions – such as accountancy or even personal training – there are specific […]
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 […]
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 […]