BTS Career Pathways - Getting Into Financial Services podcast

#Careers #Higher Education #Business #Podcasting Education #BTS #Financial Planning #pCIIs #R0 Exams #Financial Services #Paraplanner #Financial Planner #Career Change

33:58

In this episode, we delve into the concept of being "qualified" in the workplace, examining who gets labeled as such, who doesn't, and the underlying reasons. We explore "competency checking"—the practice of scrutinizing individuals' abilities—and how it disproportionately affects underrepresented groups, often going unnoticed or unchallenged. Our discussion aims to redefine qualifications in a fair, equitable, and actionable manner. Our guest, Shari Dunn , is an accomplished journalist, former attorney, news anchor, CEO, university professor, and sought-after speaker. She has been recognized as Executive of the Year and a Woman of Influence, with her work appearing in Fortune Magazine, The Wall Street Journal, Ad Age, and more. Her new book, Qualified: How Competency Checking and Race Collide at Work , unpacks what it truly means to be deserving and capable—and why systemic barriers, not personal deficits, are often the real problem. Her insights challenge the narratives that hold so many of us back and offer practical solutions for building a more equitable future. Together, we can build workplaces and communities that don’t just reflect the world we live in, but the one we want to create. A world where being qualified is about recognizing the talent and potential that’s been overlooked for far too long. It’s not just about getting a seat at the table—it’s about building an entirely new table, one designed with space for all of us. Connect with Our Guest Shari Dunn Website& Book - Qualified: https://thesharidunn.com LI: https://www.linkedin.com/today/author/sharidunn TikTok: https://www.tiktok.com/@thesharidunn Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Holding It Together: Women As America's Safety Net with Jessica Calarco | 215 How To Defy Expectations with Dr. Sunita Sah | 271 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

BTS Career Pathways - Getting into Financial Services

Del

Serier hjem•Feed

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

13 episoder

BTS Career Pathways - Getting into Financial Services

updated for 6 dage siden

Del

Serier hjem•Feed

13 episoder

#Careers #Higher Education #Business #Podcasting Education #BTS #Financial Planning #pCIIs #R0 Exams #Financial Services #Paraplanner #Financial Planner #Career Change

כל הפרקים

1
Joining The St. James’s Place Financial Adviser Academy - A Success Story 39:53

for 6 dage siden39:53

39:53

Will Salmon, BTS Candidate Support and Business Development Adviser sits down with James Locke DipPFS from Chartered Edge Financial Planning, to ask about James' recent experience of being a delegate on the St. James's Place Financial Adviser Academy. James used BTS materials during his R0 exams and speaks about how they helped him through his Diploma journey, his story is a great example of how BTS learners can apply their knowledge to progress in their career. James joined the St. James's Place Financial Adviser Academy in Term 2 and speaks enthusiastically the training he received, giving valuable insight about the Academy training process from a delegate's perspective and advice for people who may be thinking about applying. James also speaks about his day-to-day role now as he approaches graduation from the Academy and gives examples of how he has become more confident and independent during his training. Thanks so much for taking the time to listen to the podcast and please feel free to contact us if you have any questions at all or if you are interested in following James' footsteps and applying for a role at one of our Featured Companies on the BTS Careers Zone.…

1
What does 'true' support look like in Financial Services? 33:00

for 36 weeks siden33:00

33:00

In this episode, Natalie Dawes - BTS Candidate Support & Business Development Adviser chats with Jennifer Cumberledge of True Potential Wealth Management - a BTS Featured Company. Jen alludes to her own journey within Financial Services and the career progression that she has had, greatly down to the level of support she has received in her roles to date, at True Potential.…

1
AF7 Pension Transfers - A Candidate Experience 21:52

for 42 weeks siden21:52

21:52

AF7 Pension Transfers. We know at BTS that this is a niche unit, but in this episode Nikita Phillips Candidate Support and Business Development Adviser at Bespoke Training Solutions, is joined by special guest Luke Mapley as they discuss all things AF7. Tune in to find out more about this unit, and why you should be considering AF7 on your journey to chartered.…

1
The Importance of Financial Planning for Wellbeing 39:41

for 43 weeks siden39:41

39:41

For Mental Health Week, we want to look at human side of financial planning, specifically the impact a good adviser can have, the interpersonal skills needed, and how good financial planning advice can make a real difference to people’s wellbeing. Money and Pensions Service (MaPS), define financial wellbeing as “…feeling secure and in control. It’s about making the most of your money from day to day, dealing with the unexpected, and being on track for a healthy financial future. In short: financially resilient, confident and empowered.” According to MaPS, people who experience financial wellbeing are less stressed about money. This, in turn, has positive effects on their overall mental and physical health, and on their relationships. Whilst this is likely to make a lot of sense to a lot of people, many people don’t experience good financial wellbeing. Financial stress is known to be one of the leading contributors to poor mental health which makes the role of a financial adviser a critical one. But do we instantly attribute the role of a financial adviser in this way? Probably not! Helping us to understand the how financial advisers / planners can make a difference to client wellbeing, we are joined by Tina Steele, Principal of Steele Aspire Financial Management…

1
Pathway to Chartered: An insight to Chartered status 24:53

for 52 weeks siden24:53

24:53

1
Invest in Women: Accelerate Progress - International Women's Day 2024 35:31

for 1 year siden35:31

35:31

Join Alex Langhorn, Head of Business Support at BTS and Gee Foottit, Senior Manager, Recruitment Partnerships at St. James’s Place Financial Adviser Academy as they delve into the relevance of the UN IWD 2024 campaign, Invest in Women: Accelerate Progress. Gee brings over 25 years of expertise in finance and entrepreneurship to the table. Driven by a passion for inspiring women in finance, an advocate for gender equality and women's financial independence, striving to be a role model for future generations, including her daughter. Sustainability is also at the core of her philosophy, extending beyond environmental impact to encompass flexible work arrangements, financial freedom, and personal health. As the host of St. James's Place's Partnership recruitment events and career-change podcasts, "The Switch" and "SJP Adviser Stories," Gee explores the secrets of success and shares insights to empower listeners in advancing their careers.…

1
Women in Financial Services 40:31

for 2 years siden40:31

40:31

In this episode of the BTS Career Pathways podcast we discuss getting in and getting on in a career in financial planning with the focus on the experience of women in financial services. Joining BTS host, Alex Langhorn to share their insights on this subject we have three fabulous guests. Chloe Phillips, CFP, FPFS and co-founder and mentor at The Paraplanner Club. Emmelia Davidson-Slack, recently qualified Financial Planner having gained DipPFS last year. Emmelia also holds the post of New Professionals Officer at the PFS. Tamsin Caine who is also a CFP and FPFS. Tamsin is a Resolution Accredited Divorce Specialist and Director of Financial Planning at Smart Financial. We tackle some of the tricky questions affecting women breaking into the sector, progressing to senior roles, motherhood as well as the wider topic of distribution of wealth and financial education.…

1
Using Social Media to Promote Yourself 42:54

for 3 years siden42:54

42:54

One of the best ways to build and promote your professional brand is to use social media. What is a professional brand and why is it worth thinking about building one? Join us as we chat to special guest Dan Graham about how financial planners can use social media successfully to promote themselves and / or grow their client book. Dan is Head of Community Experience at NextGen Planners and the Chief Designer at docVinci. He’s on a mission to transform financial planning into an innovative, dynamic, and diverse profession and bring financial services into the 21st century.…

1
Neurodiversity and studying for regulated exams 46:13

for 3 years siden46:13

46:13

Join us as the BTS L&D experts chat to special guests Jon Dunckley and Hayley Brown about how neurodiversity affects the experience of studying for regulated exams and breaking into a career in financial planning; the challenges, the benefits and the study techniques that have worked for others. Plus find out about available help and support. About our guests: Jon Dunckley is Founding Director of ‘About…’ Consulting, a group of training, consulting, and coaching businesses with the single goal of ‘helping ordinary people do extraordinary things.’ A self-confessed psychology geek, he’s constantly looking for ways to help advisers improve outcomes for clients. Having always known that he looked at the world differently to other people, he was formally assessed as Asperger’s in his early 40s. The diagnosis gave him a new way of understanding himself and a passion for helping other neurodivergent people excel in the workplace. He holds the extremely rare distinction of being a Fellow of the LIBF, PFS, CII and CISI as well as being both a Certified and Chartered Financial Planner. He’s also a Fellow of the Institute of Leadership and Management and a Member of the Association for Coaching. He has particular interest in the later life space, with expertise in IHT planning, long term care and later life lending, but he writes and speaks widely on a variety of topics covering all things financial planning. He contributes to no fewer than 7 CII textbooks and tutors for STEP. Hayley Brown is a Corporate Development Manager at the Chartered Insurance Institute. Her current role involves working alongside CII’s largest corporate clients to enhance the knowledge, skills and behaviours of their employees. Hayley has over ten years’ experience in financial services, working with global regulators, firms and bodies alike to further the professionalism of the sector. Prior to working at CII, Hayley held the position of Senior Associate in the FCA’s Culture and Governance Team where she led a project on the importance of Purpose in financial services.…

1
Qualifications for Paraplanners 35:19

for 3 years siden35:19

35:19

Join us as we chat to special guests Lisa Tipton and Kimberley Malin about their journey to qualified paraplanner and beyond! Find out about the options for qualifications for paraplanners including level 4, level 6 and the route to Chartered. About our special guests: Lisa Tipton is the Director of Financial Planning at New World. Lisa started her career in life offices (many years ago) before moving over to financial planning and paraplanning in 2014 and then co-founding a financial planning firm in 2021. Lisa followed the CII route for exams, starting with the Financial Planning Certificate, before becoming diploma qualified and eventually completing the advanced exams and becoming a Chartered Financial Planner and Fellow of the PFS. Kimberley Malin is a Junior Paraplanner at Four Oaks Financial Services Limited. Having worked in and around the administration roles in the Financial Services industry for around 9 years, with varying levels of seniority, she felt it was time to take her career to the next level. Kimberley wanted to find an opportunity that would allow her to transition from ‘administrator’ to ‘paraplanner’ and has taken several professional exams including the R0 exams towards her Diploma. Passionate about paraplanning as a career in its own right, Kimberley is on a mission to become the ultimate paraplanner!…

1
Routes to Level 4 38:18

for 3 years siden38:18

38:18

Join us as we chat live to special guests from the Chartered Insurance Institute (CII) and London Institute of Banking and Finance (LIBF) examining bodies about the different routes available to achieve a level 4 qualification. The session will be hosted by BTS Director Jeff Scholes with special guests; John Batten – Learning Proposition Manager from the CII, and Richard Cooper – Business Development Manager from the LIBF. About our guests: John Batten is an experienced Learning & Development professional with a keen interest in financial planning, digital learning technology, and sales training. John has spent over 20 years training for insurance and financial services firms and leading teams of trainers delivering sales, technical and qualifications training. He holds the CII Diploma in Regulated Financial Planning and has trained several CII exam units during his career including R01, R02, R05 and R06. Before joining the CII, John was one of their corporate clients at St. James’s Place where he oversaw training for their highly successful Financial Adviser Academy. John joined the CII in 2021 as the Corporate Learning Propositions Manager. John’s role is to develop the learning support offered to the CII’s Corporate and individual members and customers. This support spans live virtual, face-to-face, and digital learning offerings. Richard Cooper joined the London Institute of Banking & Finance as a Business Development Manager in 2021 after nearly 40 years of experience in financial services. He started his career at HMRC before joining AXA. Here he held various sales roles before moving into their regulated training team as a technical sales trainer and then heading up the e-learning and testing team. Richard moved back to sales management in 2010 where he was responsible for the training and development of teams of advisers across the UK before moving into client advice as an IFA. Richard was advising clients as a chartered financial planner and fellow for 10 years before joining LIBF. His role at LIBF is varied and he has responsibility for promoting the professional qualifications provided by LIBF for regulated advisers and paraplanners. He regularly writes technical articles for professional publications as well as running and hosting podcasts and webinars on paraplanning and financial planning.…

1
Changing careers and transferrable skills 45:51

for 3 years siden45:51

45:51

Join us as we chat about taking the bold step into financial services as a second career. Featuring special guests, Anuj Dal, Professional Cricketer at Derbyshire County Cricket Club and Introducer Appointed Representative at Lee C Dowdall Wealth Management (St James’s Place), and Ben Stebbings, a Financial Planner who enjoyed previous careers in sport and commercial sports medicine roles. Hosted by Luiza Todd of BTS, this episode focuses on what it's like getting into financial services as a second careerist; the pros, the cons, and how to identify your transferrable skills. About our special guests: Ben Stebbings is a financial planner working for Unity Wealth Management in Fareham on the South Coast. He is a career changer having recently made the switch to financial services. The desire to become a financial planner was born out of wanting to build his ideal life and be able to do the same for his clients. This combined with the experience of seeing the value an adviser can bring when witnessing a meeting with his father four years ago that allowed him to retire from a career he despised, inspired Ben to make the move. In a previous life, Ben spent seven years in various commercial roles within the sports medicine and orthopaedic industry and before that seven years as a cricketer. Both careers provided valuable experience and skills that he is now applying to his role as a financial planner. Anuj Dal is a current professional cricketer at Derbyshire County Cricket Club with 65 First Class Appearances, previously at Nottinghamshire County Cricket Club and former England U19s cricketer. He is also the Vice Chair of the Professional Cricketers’ Association. Anuj first started looking into the Diploma in Regulated Financial Planning in 2019 when he was into the last year of his contract at Derbyshire. Unsure whether or not his contract was going to be extended, he began looking at alternative career options. Anuj attended an academy open evening at St James’s Place which sparked his interest even further and has since managed to get 5 of 6 exams completed with R06 to be done in January next year, alongside his cricketing career.…

1
Getting into Financial Services 46:16

for 3 years siden46:16