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26

Insights

Jobs in finance: careers in banking and financial services

Mar 01, 2021
Juno Baker
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.
Jobs in finance: careers in banking and financial services
Street scene from the City of London

Jobs in finance: careers in banking and financial services

Mar 01, 2021
Juno Baker
Jobs in finance: careers in banking and financial services

Jobs in finance: how to become an expert in retirement advice?

Mar 01, 2021
John Somerville
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.
Jobs in finance: how to become an expert in retirement advice?
blue chair on beach

Jobs in finance: how to become an expert in retirement advice?

Mar 01, 2021
John Somerville
Jobs in finance: how to become an expert in retirement advice?

Career story: studying trade finance in lockdown

Feb 25, 2021
Juno Baker
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).
Career story: studying trade finance in lockdown
Sneha Gupta

Career story: studying trade finance in lockdown

Feb 25, 2021
Juno Baker
Career story: studying trade finance in lockdown

How fintech can support sustainability

Feb 22, 2021
Ouida Taaffe
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?
How fintech can support sustainability
Sustainable finance

How fintech can support sustainability

Feb 22, 2021
Ouida Taaffe
How fintech can support sustainability

Five top tips on making a later life plan

Feb 18, 2021
Nicola Barker
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.
Five top tips on making a later life plan
Keyboard, notebook and calendar

Five top tips on making a later life plan

Feb 18, 2021
Nicola Barker
Five top tips on making a later life plan

Five tips for studying in lockdown

Feb 15, 2021
Gordon Reid
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.
Five tips for studying in lockdown
5 tips article

Five tips for studying in lockdown

Feb 15, 2021
Gordon Reid
Five tips for studying in lockdown

Paraplanning: the top five financial reasons to get married

Feb 12, 2021
Jane Alford
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.
Paraplanning: the top five financial reasons to get married
Red rose

Paraplanning: the top five financial reasons to get married

Feb 12, 2021
Jane Alford
Paraplanning: the top five financial reasons to get married

Jobs in finance: what does an asset finance specialist do?

Feb 08, 2021
Juno Baker
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.
Jobs in finance: what does an asset finance specialist do?
crane and construction site

Jobs in finance: what does an asset finance specialist do?

Feb 08, 2021
Juno Baker
Jobs in finance: what does an asset finance specialist do?

From singer to CeMAP qualified! How to become a mortgage adviser

Feb 05, 2021
Juno Baker
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.
From singer to CeMAP qualified! How to become a mortgage adviser
Sarah Tucker singing on The Voice

From singer to CeMAP qualified! How to become a mortgage adviser

Feb 05, 2021
Juno Baker
From singer to CeMAP qualified! How to become a mortgage adviser