Insights

Are you thinking about qualifying as a financial adviser? No matter your career background, if you have good communication and organisational skills, and can write up reports, a rewarding career as a financial adviser could be for you. We put together some advice on how you can become a financial adviser, what the job involves, and what sort of education you need.

The pensions industry is one of the most important sectors in banking and finance – and has a direct impact on all our lives. To mark National Pension Tracing Day on Sunday, Nadim Choudhury outlines what you might expect from a career in pensions advice, management or fund management.

Have you recently graduated or just left school? Perhaps you’re thinking about what to study at university? Whatever stage you’re at, if you like a challenge, working in a team and solving problems, a career in finance could be for you.

For many people – including those who are retired are about to retire – personal finance is in flux. But are people getting the guidance they need when planning their finances? And how do you, as a financial adviser, know you’re giving the right advice?

If you’re already CeMAP qualified and looking to advance your mortgage advice career, you might consider adding equity release to your skillset. Gordon Reid looks at what’s happening in the market and how you can qualify to advise in equity release.

Ahead of World Environment Day, Nadim Choudhury – our Head of Careers and Employability – explores three exciting career paths for those wanting to make a change in the world through sustainable finance.

As regulatory pressure continues to grow in the trade finance arena, the Certificate in Trade Finance Compliance (CTFC) will give you the knowledge and understanding needed to prevent trade-based financial crime. In this article, we answer five questions that people regularly ask about CTFC, including how to register and the value CTFC will bring to your career.

Jobs in finance vary hugely and so do the people who work in the financial services sector – from techies to creatives and people with great soft skills. If you like being challenged, working in a team and solving problems, a career in finance could be for you.

Asset finance helps businesses obtain the equipment or resources they need. If you’re good with people and enjoy negotiation, a career in asset finance could be for you. This page covers all you need to know about becoming and working in asset finance, including skills and qualifications.