How KS made the successful move from Paraplanner to Financial Advisor

Made the right move – this case study highlights how Premier Jobs UK helped KS move achieve the next step in her career Before choosing to join your current IFA firm, what led you to start looking for a new position? At the time, I was working as a Paraplanner which I really enjoyed but …

PFS offers toolkit to promote chartered status

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 …

Different routes to become a qualified Financial Adviser

There are 2 main routes you can utilise to obtain your financial planning qualifications to become a Financial Adviser – The London Institute of Banking & Finance and the Chartered Insurance Institute. The London Institute of Banking & Finance (DipFA) The London Institute of Banking & Finance enables you to gain the DipFA qualification which …