BTS Career Pathways - Getting into Financial Services copertina

BTS Career Pathways - Getting into Financial Services

BTS Career Pathways - Getting into Financial Services

Di: BTS
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A proposito di questo titolo

 Join us as we chat to special guests from across the industry about their experiences of getting in and getting on in financial services. On this podcast we aim to bring together peers and industry experts to share real career stories from real people.

Find out about study options, exams and routes to qualification, and hear about our guests' experience on subjects including:

Getting into Financial Services; where to start?
Changing careers and transferrable skills.
Routes to Level 4
Qualifications for paraplanners
And more…

Content and information:
This podcast has been made available for information purposes only. While BTS takes great care to ensure that the information contained within this podcast is correct, we do not make any warranty, guarantee or representation as to the accuracy, applicability, fitness or completeness of the information contained in the podcast. Information on the podcast is for informational purposes only and is not intended to provide any type of professional advice. Any views or opinions expressed are personal and belong to the creator or the contributor and do not represent those of people, institutions or organisations that the creator or contributor may be associated with unless explicitly stated.

For advice on studying for financial planning exams, contact us via our website www.bespoketrainingsolutions.com© 2025 Bespoke Training Solutions Ltd Economia Istruzione Ricerca del lavoro Successo personale
Episodi
  • The M&G Wealth Advice Academy - Training & Qualifications Support

    The M&G Wealth Advice Academy - Training & Qualifications Support
    Oct 14 2025

    In this episode, Natalie Dawes at BTS chats to Kenny O'Donnell - Lead Academy Training Manager - at The M&G Wealth Advice Academy about what to expect in terms of support at The Academy and let us tell you, it's so much more than exams, financial planning processes and soft skills.

    A must listen for anyone considering their options when it comes to their best route into financial advice.
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    47 min
  • The Quilter Academy - Introduction and Q&A session with Robin Horner

    The Quilter Academy - Introduction and Q&A session with Robin Horner
    Oct 8 2025

    In this insightful episode, BTS Candidate Support and Business Development Adviser Will Salmon sits down with Rob Horner, Quilter Academy Manager, to ask some of the most frequently asked questions from prospective academy candidates.

    Whether you're considering a career change or just starting out, this Q&A session is designed to help you decide if the Quilter Academy is the right fit for you.

    Whether you're a prospective candidate, a career adviser, or simply curious about the world of financial planning, this episode offers a transparent look into one of the UK's leading training programmes for financial advice professionals. The Quilter Academy recently won Best Adviser Academy at the 2025 Money Marketing Awards.

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    12 min
  • The St. James’s Place Financial Adviser Academy - Joining at Term 2

    The St. James’s Place Financial Adviser Academy - Joining at Term 2
    Aug 15 2025

    Will Salmon, BTS Candidate Support and Business Development Adviser, speaks with Godfrey Asare, a graduate of the St. James’s Place Financial Adviser Academy who has since launched his own financial advice firm, FE&F Wealth Management.

    In this episode, Godfrey reflects on his transition from a completely different career into financial services. He shares how he managed the demands of studying for his Level 4 Diploma while working full-time as a Senior Food Buyer in the retail sector, and what ultimately inspired him to take the plunge into Term 2 of the SJP Academy after earning his qualification from the LIBF.

    He offers a behind-the-scenes look at the Academy experience, from the training and support to the challenges and breakthroughs - and gives thoughtful advice to anyone considering a similar path.

    If you’re wondering what life after achieving your Diploma might look like, or you’re curious about the realities of joining the SJP Academy, this conversation offers practical insight and inspiration to help guide your next steps.

    Thanks for listening! If you’d like to explore opportunities with our Featured Companies or learn more about the BTS Careers Zone, feel free to get in touch.
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    46 min
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