• BTS Career Pathways - Getting into Financial Services

  • By: BTS
  • Podcast

BTS Career Pathways - Getting into Financial Services

By: BTS
  • Summary

  • 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
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Episodes
  • Joining The St. James’s Place Financial Adviser Academy - A Success Story
    Mar 12 2025

    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.

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    40 mins
  • What does 'true' support look like in Financial Services?
    Jul 12 2024

    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.

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    33 mins
  • AF7 Pension Transfers - A Candidate Experience
    May 29 2024

    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.

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    22 mins

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