Later Life Adviser
Qualifications Skills Employers Vacancies A Day in the Life of Later Life advisers promote and raise awareness of financial issues faced in retirement and later life. They must demonstrate a good understanding of the specific needs of more mature clients, and demonstrate good interpersonal skills, such as how they might explain complex issues to more […]
Business Development Manager (Protection)
Qualifications Skills Employers Vacancies A Day in the Life of A Business Development Manager (BDM) is the main contact for advice firms when they’re working with a provider or lender, so the most important part of the role is relationship management. As a BDM, you really are aiming to be an intermediary between the two. […]
Mortgage Adviser
Qualifications Skills Employers Vacancies A Day in the Life of Mortgage advisers help people find and apply for mortgages. It’s about giving the right advice to different people. The role involves liaising with solicitors and estate agents to make sure things are progressing. They also work directly with their clients, keeping them informed of what’s […]
Financial Administrator
Qualifications Skills Employers Vacancies A Day in the Life of Administrators work with the financial planning team, to complete general administrative tasks. This saves time for the wider financial planning team and means they can focus more on the client and less on admin. Administrators are an important part of the financial planning process as […]
Paraplanner
Qualifications Skills Employers Vacancies A Day in the Life of The role of the paraplanner has evolved greatly over the last 20 years and paraplanners today have become an integral part of the clients journey, dealing with the technical aspects of their financial plans. Paraplanning is a challenging, varied and rewarding role. Paraplanners use their […]