A career as a Paraplanner can be a rewarding one, with a multitude of benefits that sell it as a good opportunity. Commonly, Paraplanners will progress into Financial Advice, but nowadays more and more people are deciding to continue as a Paraplanner with no plans to develop into advisory. There is variety in a Paraplanners …
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As recession looms over the British economy, redundancy is becoming an increasingly likely possibility for many Britons. Inflation is at a high of 11.1% and it is a common concern for many households to pay for essentials like food and heating. The instability of the economy is bound to make people restless, and will provoke …
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The CeMAP Diploma is a level 4, FCA-recognised mortgage qualification that can help showcase an individual’s extensive understanding of the mortgage sector and the implications that proceed it. This is especially relevant due to the precarious state of the pound and the economic instability faced currently. Having a CeMAP Diploma can really set a Mortgage …
What is R05? R05 is a level 3 qualification provided by the Chartered Insurance Institute (CII) upon completion it provides 10 credits. When and why do you need R05? The Financial Conduct Authority (FCA) require retail investment advisers to hold a recognised qualification. Therefore, it is recommended Advisors providing protection advice hold an R05 or …
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What is Adv DipFA? Adv DipFA is a level 6 qualification provided by the London Institute of Banking & Finance and is registered with Ofqual in the Regulated Qualifications Framework (RQF) and recognised by the Financial Conduct Authority (FCA). It succeeds the DipFA qualification which is the qualification that is required to provide professional advice …
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Steps to take after getting qualified in Financial Services Many people when they become qualified in their desired role believe that they can walk straight into their dream job. This is unfortunately not the case! In this blog hopefully, we will be able to give some practical and applicable advice on how you can obtain …
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One of the most challenging aspects at the start of job hunting can be writing a CV, especially when it is a Financial Services CV. Often you have to ‘brush the dust off’ your old CV; reformat the old word document and rack your brain on how to summarise your current role into a couple of paragraphs. This is a common problem many modern-day professionals face, often to no …
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In March 2020, the UK was shocked as it went into lockdown, leaving many people worried about their job security during and post coronavirus; the BBC reported in April 2020 “4 out of 5 jobs had been hit by the pandemic”. We are now four months on and have seen a variety of responses by …
A deep understanding of financial planning and mortgage advice is an important requirement when providing financial services recruitment support. How you operate In order for you to provide financial advice to your clients, it is important: An in-depth factfind is carried out to fully understand your clients’ current situation and future aspirations (short, medium and …
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You may be wondering ‘should I use a recruiter or apply directly?’ or ‘what are the benefits of using a recruiter to find a job?’… well hopefully these 5 reasons to use a recruiter can help you decide. 1. Guide you through the recruitment process Changing your job is one of the biggest things you …
