Succession in financial advice: Apprenticeships and the next generation
Автор: Legal & General
Загружено: 2025-12-11
Просмотров: 17
In this episode of Just Covered, we meet Dave Chamberlain, Chartered Financial Planner and Director of Better Future Financial Planning, and Alex Gager, his Adviser Associate. Apprenticeships are unusual in the industry. So, when Alex approached Dave through LinkedIn with a proposal to become a sponsored apprentice at his self-built, independent firm, it was certainly a surprise. His background wasn’t in financial services, but he was keen and passionate to learn. We delve into their experience of the scheme, how it’s benefitted Dave’s organisation, Alex’s progression – and why the industry could use their example to resolve some of its not-so-distant challenges…
This episode also covers:
· The impending succession crisis in financial advice and how apprenticeship schemes can attract more young people into the industry.
· The structure of Alex’s Skills Edge apprenticeship, how apprentices are trained, and the funding options available.
· The importance of soft skills, alongside more formal financial education, and how firms can disseminate this knowledge to future generations of advisers.
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