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 after the Coronavirus pandemic

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, …

What to do when you are unhappy at work?

Unhappy in your job? If yes, ask yourself what reasons are making you unhappy… Your specific role and responsibilities? Company culture? Lack of progression? Feel undervalued? False promises? Lack of Job security? Long Commute? Internal / external changes? Can the issue change? After identifying what the issue is, can your current job change or adapt …

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By Sabuhi Gard 13th June 2019 Recent figures suggest that nearly £1 billion was withdrawn by over-55s through equity release in the first three months of 2019.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

Make 2019 your year!

Why not get your 2019 off to the best possible start by landing your dream role? You could set yourself up for a great year with hopefully many more to come. Are you tired of your employer failing to deliver on promises? Do you believe your role isn’t fulfilling your needs? Do you feel like …