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By Katey Pigden 8th July 2019 10:55 am The Personal Finance Society has produced a toolkit to help advisers showcase their chartered status to clients. The Corporate Chartered toolkit will offer documents that explain what consumers can expect from a business that has achieved chartered status. It will provide firms which have achieved the standard with a chartered wall plaque and window stickers to increase visibility and promote the “chartered ethos”. The toolkit also offers access to the digital chartered logo so firms can use it on their website, email signatures, social media accounts and promotional material. In addition it offers advice on

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In recent blogs, such as How to become a qualified Mortgage Adviser and Different routes to become a qualified Financial Adviser we have outlined the various routes to gain your financial services industry qualifications. Therefore, we thought it would be beneficial for you to understand what type of learner you are, so that you can aid your revision to give yourself the best chance of passing the exams. Therefore, the 16 questions below should help you identify whether you are a visual, auditory or kinaesthetic learner. For these questions, grab a piece of paper or something to jot notes on

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By Sabuhi Gard 13th June 2019 Recent figures suggest that nearly £1 billion was withdrawn by over-55s through equity release in the first three months of 2019. With the equity release market “booming” should more advice be given to those looking to release equity from their homes? Steve Wilkie, managing director of lifetime mortgage experts Responsible Life says: “Equity release has become a mainstay of financial planning for people approaching and in retirement. “Flexibility is the buzzword and the industry has risen to the challenge, delivering more personalised products that enable customers to fulfil their retirement plans, whether that’s making home improvements or

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By Jake Carter 6th June 2019 11:29 am   Mortgage broker earnings were up 13 per cent between 2017 and 2018, representing a rise from £1.16bn to £1.31bn, according to data collected by the FCA. In relation to this, the figures show that a third of all earnings, £449m, came from selling non-investment insurance products.   The regulator’s research shows that the average mortgage revenue per firm with one adviser was £42,330, whereas the average for a firm with 50 advisers or more came to £19.2m. However, while the average mortgage revenue per adviser for sole trader was for those with 50 advisers

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  What was your first job in recruitment and how did you get into it? Similar to what I do now. I became a Recruitment Consultant working for a similar sized business to Premier Jobs UK. At the time, I was a Financial Adviser and had been doing well but was at a crossroads in my career.  My Divisional Director introduced me to the business owner, and we met up for a chat.  I had always wanted to be self employed and work for myself, but I never knew how to go about it.  I’m pleased to say that I

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Are you looking at becoming a qualified Mortgage Adviser but unsure on how to obtain your qualifications? In this blog, we are going to cover the 2 main routes to obtain your mortgage qualification – The London Institute of Banking & Finance and The Chartered Insurance Institute.     The London Institute of Banking & Finance The London Institute of Banking & Finance enables you to gain the CeMAP qualification which is an industry benchmark qualification for becoming an authorised Mortgage Adviser. You can complete the course to become a qualified Mortgage Adviser in as little as six months.  

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In the myriad of options available to sell an IFA business – are you aware of the factors affecting the potential value? Size of your business? For small firms (i.e. sole traders or partnerships), you will generally be valued on a multiple of recurring income. For larger firms (whereby existing staff / IFAs will be included within the sale), you are more likely to be valued on an EBITDA calculation (multiple of adjusted profit). Medium size firms could fall into either category depending on various factors. Method of sale? Whilst a share purchase is often preferred by IFAs looking to sell

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What was your dream job growing up?   “I was going to open the batting for England!” Up until age of 14 Andy dreamt of opening the batting for his country. He played for his local cricket club which was affiliated to the county side and continues to play in social games.   What was your first job in recruitment and how did you get into it?   Andy’s first job in recruitment was with Sammons about 18 years ago. Andy was a Pensions Administrator and had been messed about by 3 other recruitment agencies. One of which even sent

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By Justin Cash 28th March 2019   Two hundred people have now achieved either a diploma in financial planning or certificate in mortgage advice through Quilter’s Financial Adviser School.   The firm, formerly run under the Old Mutual brand, says that of the 300 students that have joined the school since it acquired it in 2016, 200 have now qualified as a financial or mortgage adviser through it.   A level six course for chartered status was added last autumn. In October, Intrinsic – the advice network also owned by Quilter – said it would also fund a new programme at the

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    Well done to Jake Hutchings on successfully passing his Level 3 Certificate in Recruitment Practice awarded by the Recruitment & Employment Confederation (REC) as part of his apprenticeship to become a Recruitment Consultant. Jake joined the Premier Jobs UK team in July 2018 and has quickly developed his knowledge and skills in financial services recruitment. If you are currently in a back office support role or keen to secure a Trainee position within financial services, give him a call on 0208 0044 154.

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