Specialists in regulated exam support
We provide information and advice on careers and job opportunities in financial services and insurance
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Life in a SJP Principal Partner Practice: Clearwater Wealth Management
When the BTS team engages with job seekers interested in careers in financial planning, we ...
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Is financial advice a sustainable career choice
Thanks to improvements in medicine, healthcare, food availability and quality – people in the 21st ...
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Magnificent 7 – top traits to become a financial adviser
Behind every successful financial adviser or financial planner sits a unique blend of skills, attitudes, ...
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DipPFS, what’s next?
Achieving your Diploma in Regulated Financial Planning (DipPFS) or an equivalent qualification is a milestone ...
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How to manage a career change in 8 steps
Sometimes change in various aspects of our lives can be out of our control “Change ...
Are you looking for a new role in 2025? Start here!
BTS are in a privileged position to work with so many dedicated individuals and firms ...
From exams and qualifications to jobs and employers, we take a "real-world" approach, giving you the inside track on what it's really like to work within the financial services and insurance professions.
Careers in Financial Services
Careers in Financial Services
Careers in Financial Services
Careers in Financial Services
Careers in Financial Services
Careers in Financial Services
Careers in Financial Services
Careers in Financial Services
Careers in Financial Services
Careers in Financial Services
Careers in Financial Services
Careers in Financial Services
We partner with employers in the financial services and insurance sectors
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St. James’s Place – A Day in the Life of an Academy Candidate
Candidate Support and Business Development Adviser, Nikita Phillips was delighted to join ex-teacher Samantha Townsend, to discuss a day in.......
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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.......
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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.......
Need some advice?
We're here to help. You can contact us by phone or email and one of your experienced team can assist you.
FEATURED COMPANY ARTICLE
St. James’s Place – A Day in the Life of an Academy Candidate
Candidate Support and Business Development Adviser, Nikita Phillips was delighted to join ex-teacher Samantha Townsend, to discuss a day in.......
FEATURED COMPANY ARTICLE
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.......
FEATURED COMPANY ARTICLE
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.......
FEATURED COMPANY ARTICLE
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.......
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.......
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.......
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