Simplify Consulting collaborated with other organisations with the clear aim of attracting young talent into the Financial Advice industry.
‘Future of Advice’ initiative, involving #Simplify Consulting, The Personal Finance Society (PFS), FP Wealth Management (FPWM) and Bournemouth University is seeking to change the future of the financial services industry.
It aims to build a sustainable, repeatable and scalable framework for an Undergraduate Financial Services Student Placement Scheme. ‘Future of Advice’ group, working in conjunction with Bournemouth University, has really gathered momentum and will be presenting at Q3 PFS Dorset and Hampshire Regional Conference on 27th September and Bournemouth University Career Fair on 18th October.
The key aim of the initiative is to add value to all businesses and the future of financial advice in the region through encouraging young talent to join the profession and raising awareness of this great career opportunity.
The main attributes an adviser needs are ethics, empathy, enthusiasm and an inquiring mind. Young people, with all those can surely be found within local Universities.
‘Future of Advice’ also brings together those IFA firms, who realised that in order to meet client demand, they have to balance the need for young entrants with that for experienced staff and believe in value the student can bring to them.
The placement will be supported by a monthly training program involving number of service providers/Fund Managers ie Henderson, Blackrock, Vitality and many more who are all keen to support this initiative.
We are excited about this opportunity and look forward to meet and have a chat with all interested IFAs, students and organisations interested in providing their support for this initiative.
Whether you are an IFA looking to expand your business or know one who would like to pursue this opportunity; a student interested in the programme or you would like to support the programme – please get in touch!