A guide to competency-based interviews

Competency-based interviews have been a staple in the recruitment process for decades both in and out of Financial Services, yet many candidates still struggle to understand and prepare for competency-based interviews. Hopefully, in this blog, we will be able to help you understand and prepare for the competency based interviews. What are competency-based interviews? Competency-based …

How to become a Paraplanner

The Financial Services market was left largely unscathed by the Coronavirus pandemic and subsequent lockdown measures. Many opportunities rose from certain measures introduced such as the stamp duty holiday and roaring house prices. Recently, Finance Digest stated, in regard to the future of Paraplanning; “Firms are fast realising the importance of attracting, incentivising and retaining …

A guide to CeMAP

Intro After the year we had in 2020 many people may want to transition into a more secure industry such as Financial Services. A very popular job role in this industry is that of a Mortgage Advisor. To become a Mortgage Advisor you have to undertake the Certificate in Mortgage Advice and Practice (CeMAP) to …

A guide to DipFA

What is DipFA? The Diploma for Financial Advisers (DipFA) is a Level 4 FCA approved qualification that is required to provide professional advice on retail investment(s). It is broken down into two units. Unit one: Financial Services Regulation Ethics (FSRE) which is a 2-hour objective exam comprising 90 multiple-choice questions and 2 case studies with …

What does the budget mean for Financial Services?

After a turbulent 2020, the 2021 Spring Budget was marketed as the Budget that would protect jobs and livelihoods. Indeed, it was anticipated that the Chancellor would extend the COVID-19 business support packages and lay the foundation for future economic prosperity. COVID-19 support packages The Government is extending the CJRS for a further five months …