Why I became a financial adviser…
Louise Worrall was in the Royal Navy before joining Worrall Financial Management
Education
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Why I became a financial adviser – Jake Barber of SJB Global
Jake Barber was a derivatives trader before joining SJB Global.
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Why I became a financial adviser – Gareth Blease of Holborn Financial
Gareth Blease was a professional golfer before joining Holborn Financial
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CISI and financial planning network roll out scholarship scheme
To support fresh talent joining the sector
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Academies ‘crucial’ in bid to tackle adviser talent gap
They can also provide firms with a pipeline of future professionals to help bolster growth
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Advice firm targets young women with financial education platform
To tackle gender wealth gap
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Openwork unveils business school for financial advisers
To help them with commercial and management development
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CISI partners with China-based international business school
To develop a joint wealth management programme
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MPs call for inquiry into financial education in UK schools
Millions of children without money skills are ‘left vulnerable to economic shocks and financial scams’
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87% of young Brits lack financial education
Despite money management being part of the curriculum across most of the UK
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Staff training in a work-from-home world
Meeting regulatory requirements has been challenging for many sectors – not least life insurance
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Quilter Private Client Advisers eyes trainee financial planners
Firm is looking for the ‘next generation of talent to join the advice sector’