10th October 2019: External Event – St. James’s Place Academy Open Evening – Exeter

The St. James’s Place Academy has supported hundreds of people to make a smooth transition in becoming a successful Financial Planning and Wealth Advice Professional. This event gives you the opportunity to; Hear from individuals currently working in Finance and Wealth Management Learn what it is like to be a Wealth Manager, including what a […]

10th October 2018

25th September 2019: External Event – St. James’s Place Academy Open Evening – Bristol

The St. James’s Place Academy has supported hundreds of people to make a smooth transition in becoming a successful Financial Planning and Wealth Advice Professional. This event gives you the opportunity to; Hear from individuals currently working in Finance and Wealth Management Learn what it is like to be a Wealth Manager, including what a […]

25th September 2018

A Career in Wealth Management

For this webinar we met with Old Mutual Wealth for an introduction to the Wealth Management sector and the opportunities available for those considering a career in this area. We also hear about Old Mutual Wealth’s new Financial Adviser School and the career and role of a Financial Adviser.   Watch the webinar:  

8th November 2016

Is a second career in wealth management right for me?

Leadership. Discipline. Communication.The skills you acquired to become a successful military officer are shared by many entrepreneurs.Building your own business after leaving the Services and experiencing the rewards this can bring can be the first steps on your journey toward taking charge of your working life and creating financial independence for you and your dependents.Opportunities in wealth management […]

5th October 2016

A day in the life of… A Business Development Manager

Toby Barklem left the army back in 2013 and now works as a consultant and business development manager in the wealth management sector. Here is what a typical Day in the Life for Toby can look like. 08:00 Arrive at the office and work through a few emails. I am expected to have a certain […]

15th August 2016

Starting a Career in Wealth Management

What is wealth management and how does it fit into the broader Banking sector? How can your skills be best utilised for the industry? Daryl Grundy from Argent Ltd talks us through his role as Head of Investment Management and his many years of experience at board level. Daryl also discusses career development and the […]

11th November 2014

Your Integrity is a Prized Quality in Wealth Management

Integrity may not be a trait that has always been synonymous with wealth management – an industry that, in more recent years, has been subject to stronger regulation. However, Daryl Grundy of Arjent Wealth Management argues it’s a quality that’s essential for succeeding in a sector that focuses absolutely on the individual and their needs. […]

1st June 2014