BTS Career Pathways - Getting into Financial Services
Join us as we chat to special guests from across the industry about their experiences of getting in and getting on in financial services. On this podcast we aim to bring together peers and industry experts to share real career stories from real people.
Find out about study options, exams and routes to qualification, and hear about our guests' experience on subjects including:
Getting into Financial Services; where to start?
Changing careers and transferrable skills.
Routes to Level 4
Qualifications for paraplanners
And more…
Content and information:
This podcast has been made available for information purposes only. While BTS takes great care to ensure that the information contained within this podcast is correct, we do not make any warranty, guarantee or representation as to the accuracy, applicability, fitness or completeness of the information contained in the podcast. Information on the podcast is for informational purposes only and is not intended to provide any type of professional advice. Any views or opinions expressed are personal and belong to the creator or the contributor and do not represent those of people, institutions or organisations that the creator or contributor may be associated with unless explicitly stated.
For advice on studying for financial planning exams, contact us via our website www.bespoketrainingsolutions.com
- Update frequency
- every 31 days
- Average duration
- 37 minutes
- Episodes
- 16
- Years Active
- 2022 - 2025
The St. James’s Place Financial Adviser Academy - Joining at Term 2
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 …
The M&G Wealth Advice Academy: The Recruitment Process
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 …
The M&G Wealth Advice Academy: Supporting you to build your business
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…
Joining The St. James’s Place Financial Adviser Academy - A Success Story
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…
What does 'true' support look like in Financial Services?
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 o…
AF7 Pension Transfers - A Candidate Experience
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 spec…
The Importance of Financial Planning for Wellbeing
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 c…
Invest in Women: Accelerate Progress - International Women's Day 2024
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…
Women in Financial Services
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 h…
Using Social Media to Promote Yourself
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 gu…
Neurodiversity and studying for regulated exams
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 finan…
Qualifications for Paraplanners
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 l…
Routes to Level 4
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 achi…
Changing careers and transferrable skills
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 A…
Getting into Financial Services
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, Fina…