What’s the True Potential Academy really like?
There’s no better way than hearing about something, than from those that really know. Caitlin, Carly and Harvey, share exactly what it’s like in the early months of being on the True Potential Academy. Caitlin: “To help jumpstart my career in finance, the opportunity arose for me to join onto the True Potential Academy, which […]
What do we mean by a Restricted Advice Model?
Often, the restricted advice model gets a bad rap. The difference between restricted and independent models has been widely debated across the financial advice profession. Even the word ‘restricted’ has negative connotations: that is, of removing autonomy from those who choose to use it. That being said, in reality, there can be a huge benefit to […]
True Potential Academy: An Insight
Candidate Support and Business Development Adviser, Nikita Phillips was joined by Jennifer Cumberledge and Martin Taylor from True Potential Wealth Management. Together, we discussed the True Potential Academy and the opportunities available for career development at True Potential. Watch the video below to find out more about the True Potential Academy or keep reading to […]
St. James’s Place Financial Adviser Academy Part 2: What is the recruitment process like?
Welcome to part two of our interview with Craig Townsend, Partnership Recruitment Manager for the SJP Financial Adviser Academy. Alex, BTS: In part 1, we explored the type of candidates Recruitment Manager Craig looks for. In part 2, we shed some light on the process of joining the Academy. As a reminder for those who […]
St. James’s Place Financial Adviser Academy Part 1: Who do we look for?
For anyone new to the BTS Careers Zone, this is a space where we share information, advice and guidance on all things to do with getting in and getting on in careers in financial planning. One of the things BTS are asked a lot about is, how do I find a trainee financial adviser role? […]
The Importance of Relationships
TW // grief, loss, death Mental Health Week highlights the importance of fostering healthy relationships for overall well-being, as positive relationships can significantly impact mental health. Whether it’s with family, friends, partners, or even coworkers, this week encourages us to pause and appreciate the connections we’ve built. But there’s one important relationship that often gets […]
How to make your Transferable Skills work for you
When deciding to change careers, be it circumstantial or a personal choice, making the switch can feel like a daunting experience. But, with the right approach and mindset it doesn’t have to be! You can successfully transition into a new career that aligns with your interests, values, and goals. One key to making a successful […]
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 […]
Does age really matter when making a career change?
In this article, Career Coach Kiki Stanton shares tips to help anyone navigating a career change including how to own your personal and professional development and get the job satisfaction you have been looking for! According to Kiki, it’s never too early, or too late, and we agree! The careers advice in this article is […]
Compliance: An Insider’s Guide
What does a career in compliance look like? BTS’ Nikita Phillips was delighted to chat with Danielle Moore from True Potential to discuss all things compliance: The good, the bad and the opportunities available for career development. Watch the video below or continue reading to discover more about the world of compliance. https://www.youtube.com/watch?v=SO-4QQdtVjk Q: Thanks […]