The day-to-day responsibilities of a Financial Advisor

As a Financial Advisor, you will be responsible for advising people in terms of their finances to help them maintain and expand their wealth. It is an extremely important and rewarding job, due to the important role finances play in people’s lives.  It is typically a well-paid career path too, with lots of career progression …

How to make the transition from Banker to Broker

Introduction At the end of September 2020, TSB announced a series of nationwide closures starting this autumn and continuing into 2021. This means that around 960 jobs will be cut along with 164 high street branches, equivalent to a third of all locations nationwide. This comes just after the August 2020 announcements of Co-op bank to shed 350 jobs and NatWest to …

3 things Financial Services clients want in todays market

The coronavirus pandemic of 2020 has completely reshaped how the world works, impacting day to day people and also entire industries. An inevitable indirect effect of the pandemic is a change in the needs and wants of customers of any product or service. This is no different in financial services. As a result of coronavirus, …

How to identify and rectify unhappiness in your Financial Services role

Increasingly, people are recognising they are unhappy at work and sometimes are unsure of how to solve their unhappiness. Hopefully, this blog will help give more clarity to those looking to make changes. Unhappy at work? If yes, a good first step can be to ask yourself what are the reasons are making you unhappy?: …

Are more Equity Release Advisers needed?

By Sabuhi Gard 13th June 2019 Recent figures suggest that nearly £1 billion was withdrawn by over-55s through equity release in the first three months of 2019.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: …

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 …

What are the benefits of apprenticeships for employers?

Apprenticeships offer both employees and employers many benefits, not least no debt for apprentices, unlike under graduates choosing university of having the financial burden of student loans which can take years to repay. As such, many employers are now choosing this route over alternatives such as employing university graduates or taking on employees without any …