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 […]
BTS Career Pathways | Qualifications for Paraplanners
After three fantastic episodes covering Getting into Financial Services, Changing Careers and Routes to Level 4, the next event in the Career Pathways programme focuses on Qualifications for Paraplanners. Find out about the options for qualifications for paraplanners including level 4, level 6 and the route to Chartered. Listen as we chat to special guests Lisa […]
BTS Career Pathways | Routes to Level 4
After two fantastic episodes on Getting into Financial Services and Changing Careers, the next event in the Career Pathways programme focuses on some of the routes to getting a Level 4 qualification. We chatted to special guests from the Chartered Insurance Institute (CII) and London Institute of Banking and Finance (LIBF) examining bodies about the different routes […]
BTS Career Pathways | Changing Careers and Transferrable Skills
Following a fantastic Podcast episode on Getting into Financial Services, the next event in the Career Pathway series focuses on changing careers and transferrable skills! Real career stories from real people. Find out about study options, exams and routes into the profession. Listen to the Podcast below as we chat to Anuj Dal and Ben Stebbings about […]
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 […]