Financial Advisor and Seer Green Director Siobhan Mail comments in Money Marketing’s focus on training new talent.
Siobhan says, “I have experience of running a training scheme and I found it needed to have an on-the-job element – shadowing advisers – as well as a level of academic knowledge and some commitment to taking exams.
“If someone got in touch having just done the exams I’d be interested. But if they’d never had any experience in a practice, they wouldn’t have that knowledge as a foundation. You have to be in a practice and go out with the advisers to see clients. Clients want someone who can break the jargon down in an understandable way. That’s a skill you’re not going to get from reading books.”
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