Join us as we chat to special guests from across the industry about their experiences of getting in and getting on in financial services. In this session, we will be joined by Ruth Downs DipPFS, Financial Adviser at Reflect Financial and James Tout, Aspiring Financial Planner and current CII Level 4 Diploma student, to talk about their experiences of making the break into financial services.
About our special guests:
Ruth Downs is an experienced financial adviser with a difference. Genuine, friendly, and all-round animal lover. With a varied previous career as a promotions model, air hostess and fieldwork and operations manager for a global communications agency, Ruth's financial journey began in 2015 whilst helping her mum recover from major heart surgery. During this process she found a passion for finance and decided to study and use her knowledge to help simplify finance for others with straight talking, jargon-free advice.
James Tout worked in PR and journalism for 18 years before deciding to change career and train as a financial planner, out of a general interest in investing. After providing friends and family with informal advice on their investments, he started to think seriously about retraining and began his first CII module in early 2020, while still working as a freelance in corporate communications. His studies were somewhat waylaid by the pandemic, but after passing R01 in May last year, he's since used the BTS guides to pass units R02-R05 on first attempt. He is taking R06 this month (April) and is now actively looking for his first job in the industry to complete the transition away from his 'old' career.
Hosted by BTS director, Luiza Todd, don't miss what promises to be an honest account of what it takes to break into the sector!