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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
Episodes
12 episodes
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 own journey within Financial Servi...
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Season 1
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Episode 13
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33:00
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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 special guest Luke Mapley as they discuss...
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Season 1
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Episode 12
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21:52
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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 can make a real difference to people’s wellbei...
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Season 1
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Episode 11
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39:41
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 IWD 2024 campaign, Invest in Women: Accelera...
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Season 1
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Episode 9
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35:31
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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 host, Alex Langhorn to share their insi...
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Season 1
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Episode 6
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40:31
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 guest
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Season 1
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Episode 8
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42:54
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 financial planning; the challenges, the benefi...
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Season 1
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Episode 5
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46:13
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 level 4, level 6 and the route to Chart...
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Season 1
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Episode 4
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35:19
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 achieve a level 4 qualification.The sessio...
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Season 1
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Episode 3
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38:18
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 Appointed Representative at Lee C Dowdall Weal...
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Season 1
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Episode 2
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45:51
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, Financial Adviser at Reflect Financial and James ...
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Season 1
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Episode 1
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46:16
