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Brooks Macdonald Group has chosen intelliflo as their new technology partner for financial advice. This partnership aims to support Brooks Macdonald’s plans to them scale and grow their private client advice in the United Kingdom. ....
Transatlantic consolidator launches adviser training scheme Two-year programme Financial advice firm consolidator Kingswood has launched its own adviser training scheme targeting second careerists. Kingswood Academy has already kicked off its first two-year programme and will see four trainee advisers from around the UK take the course with a Diploma in Financial Planning in sight. They are two ex-service. Sign In To read this story please register PA is dedicated to championing professional advisers. It helps you build your business, service clients and generate sustainable income. PA offers: MULTI-ASSET: discover the latest trends in multi-asset FUTURE OF ADVICE: helping you shape your strategy with the latest expert opinion and case studies ....
18 th January 2021 12:04 pm Kingswood has launched an advice academy designed to recruit aspiring financial planners who are looking to start or switch careers into the wealth sector. The first group of four trainee advisers from across the UK have started a 24-month programme and will receive a Diploma in Financial Planning, upon completion. As part of the training, candidates will acquire new technical and people skills, and develop their financial planning knowledge. The two-year programme, which began on Monday 11 January, will have a 13-week rotation in wealth planning where they will be shadowing a wealth planner during this period. In addition to set projects and tasks throughout the programme, the candidates are required to participate in external and internal training sessions. They will also be given study time to revise for and pass their examinations. ....