Is financial advice a sustainable career choice
Thanks to improvements in medicine, healthcare, food availability and quality – people in the 21st century are living well into their nineties and beyond. In fact, the Office of National Statistics (ONS) projects that there will be more than 50,000 centenarians living in the UK in 2050 – a significant jump up from the current […]
Magnificent 7 – top traits to become a financial adviser
Behind every successful financial adviser or financial planner sits a unique blend of skills, attitudes, and behaviours that enable them to build trust, foster lasting relationships, and ultimately help clients achieve their financial goals. Drawing from years of experience, SJP have distilled this into what they call the ‘Magnificent 7’. These are the seven core […]
DipPFS, what’s next?
Achieving your Diploma in Regulated Financial Planning (DipPFS) or an equivalent qualification is a milestone to be genuinely proud of. Passing your exams is a significant accomplishment, we should know because we have helped thousands of learners pass exams over the years! But it’s just the first step on your journey to becoming a successful […]
Planning an alternative route
BTS Intro BTS Intro BTS Intro BTS Intro BTS Intro BTS Intro BTS Intro BTS Intro BTS Intro BTS Intro BTS Intro BTS Intro BTS Intro BTS Intro BTS Intro Name: Dylan Ellis Job title: Adviser Previous industry: Financial services Key transferable skills:Problem-solving, drive, communication Location: London Dylan Ellis joined the St. James’s Place Financial Adviser Academy in 2022, after an […]
How many lives can you change in a week?
One of the main reasons advisers tell us they love what they do, is because they have the capability of changing lives. This article, brought to you by our featured company, St. James’s Place Financial Adviser Academy, explores how many lives you can change in just a matter of one week. In her roles of […]
The Olympic games and financial advice may have more in common than you think
As the 2024 summer Olympics in Paris get underway, athletes from the world over will battle it out for glory. So to mark the occasion, we wanted to look at the parallels there are between the games and financial advice. It’s a marathon not a sprint Events like the 100m usually draw the biggest crowds […]