HeyJaredAmanda Newman Smith
- Indexed articles, last 90 days
- 10
- Latest publication
- Sep 14, 2026
- Outlet visibility, for Moneymarketing
- Top 5M sites
- Earliest in this view
- Jul 13, 2026
Latest articles
Starting Out: How long does it take to become an adviser? (opens the original)
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Aspiring advisers who are looking at academies and graduate schemes will find that training programmes last from 12-18 months up to five years. Shorter programmes often prioritise the Level 4 diploma qualification, while the longer ones tend to offer a structured career pathway that takes trainees through competent adviser status and possibly beyond that to chartered status. The profession must provide a range of training options to suit new entrants with different needs. But it is also importan
Leader: Does simplified advice make financial sense for advice firms? (opens the original)
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My aunt and uncle used to run their own business, making and selling children’s clothes. I got lots of freebies until I was about eight, which was great. But then the rent for their retail unit and associated charges rapidly increased, eventually becoming unaffordable. My relatives found jobs elsewhere and never became self-employed again. The first thing you have to recognise is you can’t just lift the traditional advice model and scale it with lower costs I hadn’t thought about that for years,
Starting Out: Becoming a fully fledged mortgage adviser after passing your exams (opens the original)
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Achieving the Certificate in Mortgage Advice and Practice (CeMap) or the Chartered Insurance Institute’s equivalent qualification is only the first step in becoming a mortgage and protection adviser. The Right Mortgage & Protection Network recently launched a training academy to help newly qualified advisers reach competent adviser status (CAS) – the point when trainees are ‘signed off’ as being able to give advice without supervision. Looking at the work of The Right Academy in greater detail g
At the Helm: Inside SJP’s Business Sale & Purchase scheme (opens the original)
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St James’s Place (SJP) partner firms that want to either expand or sell their business have an option to do this internally through the group’s Business Sale & Purchase (BSP) proposition. Up to 300 BSPs are completed each year, with a total annual transaction value of around £200m. Critics say it is difficult for SJP partners to sell their business any other way, although selling to an external buyer is possible. Given that SJP facilitates loans for SJP partners that are buying another SJP busin
Starting Out: Will we see an expansion in degree apprenticeships? (opens the original)
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A degree may be the next step for many students who received their A-level results last week – but going to university is not their only option. Recent research from the Association of Chartered Certified Accountants (ACCA), working with Unifrog, has found that 80% of young people aged 14-18 are ‘very or somewhat likely’ to start a degree apprenticeship. The likelihood of their going to university is much lower, at 37%, while just 2% plan to go straight into work. Some wealth firms simply don’t
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