Invest in Women: Accelerate Progress – International Women’s Day
This International Women’s Day inspired article follows a special edition of the BTS Career Pathways Podcast hosted by Alex Langhorn, Head of Business Support with special guest Gee Foottit, Senior Manager at St. James’s Place. Alex and Gee discussed the work that’s being done in Financial Services to improve gender inclusive practices for both professionals and […]
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. […]
St. James’s Place Financial Adviser Academy: Your Questions Answered
Our Head of Business Support, Alex Langhorn was delighted to join Scott Stevens from the St. James’s Place Financial Adviser Academy. Together, we discussed all things SJP, dispelled common misconceptions, and engaged directly with the BTS community by addressing your questions. As one of the largest academies, St. James’s Place Adviser Academy is a popular […]
From Investment Banking to Financial Advice
Working in finance doesn’t mean giving up autonomy and flexibility! Read Joanna’s story and watch her video account of how she changed roles within finance, from investment banking to financial advice and still enjoys all the benefits of a career in financial services – without the corporate culture. Joanna’s story Joanna’s career path took an […]
From Banking to Financial Advice
Zohul’s education and career journey wasn’t always a straightforward one. Being born and raised in Afghanistan, then moving to the UK in her early teens – Zohul’s hard working spirt and mentality has helped her overcome many challenges that have shaped her business and made her the adviser she is today. Read Zohul’s inspiring story […]
Connect with Featured Companies using the BTS Careers Zone
Welcome to Careers Zone’s Newest Feature! ‘Connect with Featured Companies’ is tool that connects you with financial services firms offering career opportunities that interest you. In this article we give you an overview of how to use the BTS Careers Zone to make that all important first contact with a firm when you’re looking for […]
Don’t be fooled – What does being a Financial Adviser really mean?
In answer to the question, “What do you want to be when you grow up?” it’s unlikely that your answer was “a financial adviser.” Did you even know what a financial adviser is? No one really seems to know what financial advisers do on a day-to-day basis. It’s a profession that flies under the radar […]
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 Mortgage and Protection Adviser
Working in mortgage and protection advice is an exciting and challenging career, especially if you run your own business. In this article, Onyi Ibeke, Mortgage and Protection Adviser with Tenet Financial Services (TFS) explains how she got where she is today. From starting out as a cashier in a bank to running her own successful […]