A Day in the Life of a Self-employed Mortgage and Protection Adviser
Craig Valente-Wallis, Self-employed Mortgage and Protection Adviser talks us through his role in detail from his initial background in previous roles to what its like to be a self-employed mortgage adviser, along with giving some words of wisdom for anyone considering the role. What does a Mortgage Adviser do? I’m Craig Valente-Wallace, a Mortgage and […]
Connect with Featured Companies
Whether you are new to Financial Services or have been working in the sector for a while, you’ll know how powerful networking can be. This is where Featured Companies steps in! In our 20+ years as a financial services training provider, we have been privileged to work with thousands of individuals and hundreds of firms. […]
Careers Zone Launched | Supporting the Financial Services Industry
Supporting your career in financial services. Taking that next step in your career in financial services is about to get a whole lot easier with our BTS Careers Zone. The Careers Zone is a new, free resource developed by the team at BTS to help people come together and contribute their expertise to build […]
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 Newly-Qualified Financial Adviser
Melissa Ellis, Independent Financial Adviser A little about me… I’m an independent financial advisor based in HL Financial, Chester. I started in the industry in September 2018. I actually fell into the industry because I was doing a business course at college and it was a requirement to do two weeks work experience. My dad […]
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 […]
Your Career as an Administrator
Natalie Dawes, Academy Support Adviser at BTS, talks about the role of an administrator and how it helped her cultivate her career within Financial Services Opportunities in abundance Whether you are brand new to financial services, financial planning sector or returning to the industry, the administration role will provide you with fantastic opportunities to progress […]
A Day in the Life of a Protection Specialist
Nina Brown, Protection Specialist Adviser A really varied role The main reason I enjoy being a protection specialist, is the fact not one day is the same. No two sets of clients will ever be identical, everyone’s circumstances and situations differ, which results in my advice being tailored to each. It’s important that I understand […]
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 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 […]