Free Webinar – Career Pathways – Qualifications for Paraplanners – Wednesday 8th June 12 – 12:40pm – on Zoom
A lunchtime information event sharing real career stories from real people.
Join BTS during your lunchbreak to hear from special guests Lisa Tipton FPFS and Kimberley Malin Cert CII (MP) about their journeys to qualified paraplanner and beyond. Find out about the different options for qualifications for paraplanners including level 4, level 6 and the route to Chartered.
Hosted by BTS director, Jeff Scholes, this session promises to be an honest account of what it takes to develop your career in paraplanning. Ask your questions or sit back and listen!
BTS Career Pathways events are designed for new / recently qualified financial services professionals and those thinking about their next steps. The aim is to bring together peers and regulated exam experts to share information and experience.
Event title: Qualifications for paraplanners
Date: Wednesday 8th June
Time: 12 – 12:40pm
Platform: Zoom (an audio recording will also be available on the BTS Career Pathways Podcast after the event)
Cost: FREE!
About the special guests:
Lisa Tipton is the Director of Financial Planning at New World. Lisa started her career in life offices (many years ago) before moving over to financial planning and paraplanning in 2014 and then co-founding a financial planning firm in 2021. Lisa followed the CII route for exams, starting with the Financial Planning Certificate, before becoming diploma qualified and eventually completing the advanced exams and becoming a Chartered Financial Planner and Fellow of the PFS.
Kimberley Malin is a Junior Paraplanner at Four Oaks Financial Services Limited. Having worked in and around the administration roles in the Financial Services industry for around 9 years, with varying levels of seniority, she felt it was time to take her career to the next level. Kimberley wanted to find an opportunity that would allow her to transition from ‘administrator’ to ‘paraplanner’ and has taken several professional exams including the R0 exams towards her Diploma. Passionate about paraplanning as a career in its own right, Kimberley is on a mission to become the ultimate paraplanner!
How to join the session
View the schedule of events and sign up to receive Zoom links here: https://www.bespoketrainingsolutions.com/career-pathways
About Bespoke Training Solutions
Bespoke Training Solutions (BTS) have been supporting regulated exams for over 18 years, specialising in R0 support with outstanding candidate tracked results and feedback. Resources include digital and printed study guides, group and 1:1 training, e-Learning modules and a mobile app of practice exam questions. Visit www.bespoketrainingsolutions.com to learn more on how BTS can help you on your regulated journey. Or call us on 01748 822777.
