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
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 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 moving over to financial planning and paraplanning in 2014 and then co-founding a financial planning firm in 2021. Lisa followed the CII route for exams, starting with the Financial Planning Certificate, before becoming diploma qualified and eventually completing the advanced exams and becoming a Chartered Financial Planner and Fellow of the PFS.
Kimberley Malin is a Junior Paraplanner at Four Oaks Financial Services Limited. Having worked in and around the administration roles in the Financial Services industry for around 9 years, with varying levels of seniority, she felt it was time to take her career to the next level. Kimberley wanted to find an opportunity that would allow her to transition from ‘administrator’ to ‘paraplanner’ and has taken several professional exams including the R0 exams towards her Diploma. Passionate about paraplanning as a career in its own right, Kimberley is on a mission to become the ultimate paraplanner!
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