Insights

Are you looking for a job in finance? For National Careers Week we're busting myths on what a career in financial services is like and offering you tips about working in banking and finance.

As a financial adviser, you know later life planning is a growing target market for your business. But how can you position yourself to ensure you can offer that market the best retirement advice? John Somerville looks at how you can develop your skills and knowledge to advance your career and secure the future of your business.

Sneha Gupta has been working in trade with Citibank for over 12 years – all her professional life. She tells us why she loves working in trade finance, about studying and passing exams in lockdown and shares her tips for successfully completing the Certificate in Supply Chain Finance (CSCF).

Being able to identify and fund sustainable investments will be central to reaching net zero. But problems with data consistency and frameworks make it difficult for investors to measure the true cost of climate change. So, can fintech play a role in allocating capital to ESG investment opportunities?

Later life planning means more than saving for a pension. Financial advisers need to help clients review their circumstances and options, get appropriate cover and plan for the future. Nicola Barker offers her tips on how to approach a later life plan.

What’s the best way to study in lockdown to help you pass your exams? Traditional learning techniques still apply, but homeworking brings with it some new considerations. So what can you do to make sure your personal learning is effective and fits in with your change in lifestyle? Here are our top five tips.

Love is in the air! Cupid is busy dusting off his bow and arrow ready to pierce the unsuspecting hearts of gods and humans alike. And from a finance point of view, it makes sense to be married or in a civil partnership. So, whether you’re a paraplanner considering your clients’ tax affairs, or simply celebrating Valentine’s Day with the one you love, here are five ways that tying the knot can save you money.

If you’re a people person with good analytical skills and an interest in banking, finance and relationship management – a career in asset finance offers job satisfaction and opportunity. And if you’re already a professional in the leasing industry, a recognised qualification will help you advance your career. This page covers all you need to know about working and progressing in asset finance, including skills and qualifications, and opportunities to progress.

Sarah Tucker, Founder of The Mortgage Mum tells us about becoming a mortgage broker, fitting CeMAP studies around work and home, and why she believes more women should work in the advice industry.