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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
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
Contributors
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Host
Jeff Scholes
Host
Luiza Todd
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Host
Will Salmon
Will is a Candidate Support and Business Development Adviser with Bespoke Training Solutions (BTS).
Will lives near Norwich and has been working in the Financial Services industry for 5 years, starting in pension and equity release teams at Aviva which led to him advancing to be a Customer Relationship Manager. He also played a key role in training new staff.
Will worked very closely with Financial Advisers during his time with Aviva, assisting them with administration tasks and shadowing them during customer fact find meetings.
This made Will very interested in the Financial Advice space and he began studying the R0 units in his spare time, becoming a big fan of BTS materials!
He was therefore very proud to join the BTS team in 2024 and aims to complete his Diploma in 2025.
Feel free to connect with Will on LinkedIn!
Guests
Guest
Godfrey Asare
Godfrey is on a mission to make each generation more financially literate than the last by making financial advice and financial education more accessible.
As a financial adviser, Godfrey supports clients in all aspects of their financial affairs, helping them to make sense of their personal finances. This includes anything from planning for retirement, investment planning, estate planning, and helping business owners extract profits from their business in the most tax efficient manner.
Godfrey has a deep passion for financial education and spends a lot of his time doing financial wellbeing seminars to businesses. His client includes Sainsbury’s, Tony’s Chocoloney, Deliciously Ella and The Bold Bean Company.
Prior to becoming a financial adviser, Godfrey spent 12 years in the retail industry as a Senior Food Buyer.
Guest appearance on:
Guest
James Locke DipPFS
James is a Client Relationship Adviser at Chartered Edge Financial Planning - an SJP Partner Practice.
He is a former BTS learner, having used BTS materials to study some of the R0 units to achieve his Diploma in Regulated Financial Planning (DipPFS).
James successfully graduated from the St. James's Place Financial Adviser Academy in 2024 and has since put his training into good use in his new role as an Adviser at Chartered Edge Financial Planning.
James lives in Devon, is married and has a two year old daughter called Josie, who keeps him busy outside of work.
He is Aspiring to become a Chartered Adviser and excited to continue his journey.
Will was delighted to speak to James on the podcast, who provided us with a fantastic overview of both the SJP Academy and insight into a typical day in his current role as a Financial Adviser.