BTS Career Pathways - Getting into Financial Services
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
BTS Career Pathways - Getting into Financial Services
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 Wealth Management (St James’s Place), and Ben Stebbings, a Financial Planner who enjoyed previous careers in sport and commercial sports medicine roles. Hosted by Luiza Todd of BTS, this episode focuses on what it's like getting into financial services as a second careerist; the pros, the cons, and how to identify your transferrable skills.
About our special guests:
Ben Stebbings is a financial planner working for Unity Wealth Management in Fareham on the South Coast. He is a career changer having recently made the switch to financial services. The desire to become a financial planner was born out of wanting to build his ideal life and be able to do the same for his clients. This combined with the experience of seeing the value an adviser can bring when witnessing a meeting with his father four years ago that allowed him to retire from a career he despised, inspired Ben to make the move. In a previous life, Ben spent seven years in various commercial roles within the sports medicine and orthopaedic industry and before that seven years as a cricketer. Both careers provided valuable experience and skills that he is now applying to his role as a financial planner.
Anuj Dal is a current professional cricketer at Derbyshire County Cricket Club with 65 First Class Appearances, previously at Nottinghamshire County Cricket Club and former England U19s cricketer. He is also the Vice Chair of the Professional Cricketers’ Association. Anuj first started looking into the Diploma in Regulated Financial Planning in 2019 when he was into the last year of his contract at Derbyshire. Unsure whether or not his contract was going to be extended, he began looking at alternative career options. Anuj attended an academy open evening at St James’s Place which sparked his interest even further and has since managed to get 5 of 6 exams completed with R06 to be done in January next year, alongside his cricketing career.
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