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Our Adviser Academy bridges the gap between qualifications and practical skills and experience, while providing a structured career path towards becoming an adviser.

For many entering the financial services profession it can be a daunting prospect of years of study to obtain the necessary qualifications. Not everyone who starts their journey in financial services has the desire or the skills to become a financial adviser. So with that in mind, Pareto has set up its Adviser Academy which introduces those who may have the qualifications but lack the face-to-face client experience to be a successful adviser.

The role of a financial adviser requires a nuanced skill set which is based on client empathy and trust. These skill sets are often at odds with the more analytical and methodical traits associated with non client-facing roles. The Pareto Adviser Academy offers mentorship and culture based insight to ensure that every Pareto adviser is exposed to the Pareto way. Ensuring positive client outcomes.

The Pareto Academy has seen five advisers pass through the academy and currently has three going through the process.

Stuart Carswell, Director, at Pareto Financial Services, said, “Qualifications prove you have the technical skills, but what makes a good Financial Adviser are the skills that can’t be taught from a textbook. At Pareto we have a reputation for not only our sound financial advice but also our personal approach. To help embed this culture the Pareto Adviser Academy takes Financial Advisers on a mentorship journey, ensuring they meet the personal standards we require.”

James Hogg, IFA, at Pareto Financial Services, said, “Having previously worked with a small desk-based advisery firm as a Paraplanner, I was looking for a firm with an excellent reputation and a structured programme to give me the skills to become a fully-fledged Financial Adviser. Pareto’s Adviser Academy programme has been amazing, I have learnt the soft skills needed to truly understand a client’s needs and make the subsequent recommendations for the best positive outcome.”

Personal circumstances differ and not all of this information is applicable to every client and/or their business, this information is general in nature and should not be relied upon without seeking specific professional financial advice.

The Financial Conduct Authority (FCA) does not regulate tax advice, estate planning, trusts or will writing.

The content in this article is for your general information and use only and is not intended to address your particular requirements. Articles should not be relied upon in their entirety and shall not be deemed to be, or constitute, advice.

Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any articles.

Thresholds, percentage rates and tax legislation may change in subsequent finance acts. Levels and bases of, and reliefs from, taxation are subject to change and their value depends on the individual circumstances of the investor. The value of your investments can go down as well as up and you may get back less than you invested. Past performance is not a reliable indicator of future results.

Pareto Financial Planning Limited is authorised and regulated by the Financial Conduct Authority (FCA).