BTS Career Pathways - Getting into Financial Services

In this episode, Natalie Dawes at BTS chats to Kenny O'Donnell - Lead Academy Training Manager - at The M&G Wealth Advice Academy about what to expect in terms of support at The Academy and let us tell you, it's so much more than exams, financial planning processes and soft skills. A must listen for anyone considering their options when it comes to their best route into financial adv...

In this insightful episode, BTS Candidate Support and Business Development Adviser Will Salmon sits down with Rob Horner, Quilter Academy Manager, to ask some of the most frequently asked questions from prospective academy candidates.  Whether you're considering a career change or just starting out, this Q&A session is designed to help you decide if the Quilter Academy is the right fit fo...

Will Salmon, BTS Candidate Support and Business Development Adviser, speaks with Godfrey Asare, a graduate of the St. James’s Place Financial Adviser Academy who has since launched his own financial advice firm, FE&F Wealth Management. In this episode, Godfrey reflects on his transition from a completely different career into financial services. He shares how he managed the demands of studying...

In this episode, Natalie Dawes at BTS chats to Jack Kennedy at The M&G Wealth Advice Academy about what to expect if you are considering applying to The Academy and it might not be what you expect! A must listen for anyone considering their options when it comes to their best route into financial advice.

In this episode, Natalie Dawes at BTS chats to Allen Ferrol and Stephen Christie at The M&G Wealth Advice Academy about the support their trainee advisers receive, when it comes to building their own business. Key outcomes? Natalie learns about how the support from the team at The Academy is well rounded, thorough and adaptable - helping trainees to build successful financial advice businesses...

Will Salmon, BTS Candidate Support and Business Development Adviser sits down with James Locke DipPFS from Chartered Edge Financial Planning, to ask about James' recent experience of being a delegate on the St. James's Place Financial Adviser Academy.   James used BTS materials during his R0 exams and speaks about how they helped him through his Diploma journey, his story is a great exam...

In this episode, Natalie Dawes - BTS Candidate Support & Business Development Adviser chats with Jennifer Cumberledge of True Potential Wealth Management - a BTS Featured Company. Jen alludes to her own journey within Financial Services and the career progression that she has had, greatly down to the level of support she has received in her roles to date, at True Potential.

AF7 Pension Transfers. We know at BTS that this is a niche unit, but in this episode Nikita Phillips Candidate Support and Business Development Adviser at Bespoke Training Solutions, is joined by special guest Luke Mapley as they discuss all things AF7.  Tune in to find out more about this unit, and why you should be considering AF7 on your journey to chartered. 

For Mental Health Week, we want to look at human side of financial planning, specifically the impact a good adviser can have, the interpersonal skills needed, and how good financial planning advice can make a real difference to people’s wellbeing.  Money and Pensions Service (MaPS), define financial wellbeing as “…feeling secure and in control. It’s about making the most of your money from day to...

Join Alex Langhorn, Head of Business Support at BTS and Gee Foottit, Senior Manager, Recruitment Partnerships at St. James’s Place Financial Adviser Academy as they delve into the relevance of the UN IWD 2024 campaign, Invest in Women: Accelerate Progress. Gee brings over 25 years of expertise in finance and entrepreneurship to the table.  Driven by a passion for inspiring women in finance, an adv...

In this episode of the BTS Career Pathways podcast we discuss getting in and getting on in a career in financial planning with the focus on the experience of women in financial services. Joining BTS host, Alex Langhorn to share their insights on this subject we have three fabulous guests.  Chloe Phillips, CFP, FPFS and co-founder and mentor at The Paraplanner Club.  Emmelia Davidson-Slack, recentl...

One of the best ways to build and promote your professional brand is to use social media. What is a professional brand and why is it worth thinking about building one? Join us as we chat to special guest Dan Graham about how financial planners can use social media successfully to promote themselves and / or grow their client book. Dan is Head of Community Experience at NextGen Planners and the Chi...

Join us as the BTS L&D experts chat to special guests Jon Dunckley and Hayley Brown about how neurodiversity affects the experience of studying for regulated exams and breaking into a career in financial planning; the challenges, the benefits and the study techniques that have worked for others. Plus find out about available help and support. About our guests: Jon Dunckley is Founding Director...

Join us as we chat to special guests Lisa Tipton and Kimberley Malin about their journey to qualified paraplanner and beyond! Find out about the options for qualifications for paraplanners including level 4, level 6 and the route to Chartered. About our special guests: Lisa Tipton is the Director of Financial Planning at New World. Lisa started her career in life offices (many years ago) before mo...

Join us as we chat live to special guests from the Chartered Insurance Institute (CII) and London Institute of Banking and Finance (LIBF) examining bodies about the different routes available to achieve a level 4 qualification. The session will be hosted by BTS Director Jeff Scholes with special guests; John Batten – Learning Proposition Manager from the CII, and Richard Cooper – Business Developm...

Join us as we chat about taking the bold step into financial services as a second career. Featuring special guests, Anuj Dal, Professional Cricketer at Derbyshire County Cricket Club and Introducer Appointed Representative at Lee C Dowdall Wealth Management (St James’s Place), and Ben Stebbings, a Financial Planner who enjoyed previous careers in sport and commercial sports medicine roles. Hosted...

Join us as we chat to special guests from across the industry about their experiences of getting in and getting on in financial services. In this session, we will be joined by Ruth Downs DipPFS, Financial Adviser at Reflect Financial and James Tout, Aspiring Financial Planner and current CII Level 4 Diploma student, to talk about their experiences of making the break into financial services. About...