Resources for firms - Inspire
Video interviews
Real-life videos sharing the experiences of people entering the financial services profession and firms that are hiring new talent.
From Apprenticeship to Paraplanning to Financial Planner
Callum Young, a financial planner with Quilter, talks about how an apprenticeship with a pension provider sparked his interest in a career in financial advice and how a role in paraplanning was instrumental to his development.
From retail to paraplanner
In this interview, we talk to Scott Shaftoe, a paraplanner with financial planning firm Co-Navigate.
He shares his experiences of transitioning from a career in retail and the importance of being proactive about your own learning and development.
Looking beyond sector experience for the right skills and attributes
Lyndsey Stephenson, Operations Director at Co-Navigate, explains how widening the recruitment net to candidates with the right skills and attributes, but no direct industry experience, has helped her primarily office-based firm to recruit the local talent they need.
From professional football to financial planning and supporting athletes
Former-professional footballer, Takura Mtandari, talks about his journey via estate agency into financial planning and how as a self-employed adviser with Quilter, he is focusing on the niche area of supporting athletes.
From publishing to financial services and the importance of mentors
Money Mentor, Victoria Lympus, highlights the importance of finding both her own mentors and support network, as she transitioned from a background in publishing and editing to a career in financial services.
From wine merchant to financial planner
Wine Merchant, Simon Lloyd, talks to to New Talent Alliance’s Emma Bull about his mid-life career change and how he is finding the journey to becoming a financial planner.
From Money Coach to Financial Planner
Rosie Mowat, a Money Coach at Rosebud Financial Wellbeing, talks to New Talent Alliance’s Emma Bull about being inspired to ‘follow her curiosity’ and her journey into regulated financial advice.
Recruitment strategies and the benefits of looking outside the sector
Lisa Conway-Hughes is the founder of LCH Wealth. In this video, she shares her approach to recruitment with the New Talent Alliance's Emma Bull and some of the benefits of bringing in new talent from outside the financial services sector.
From military to financial services and valuable transferable skills
Reuben Homewood qualified as a Financial Planner at Quilter in March 2025 and in this video explains to New Talent Alliance’s Emma Bull why and how he moved into financial services, and shares his experience to date.
NTA articles
The importance of apprenticeships to your business
Links to other resources
8 reasons why you should take a chance on new talent – Nucleus article by Hayley Rabbets, Steering Group member.
Video student stories from The Verve Foundation
Spotlight on a new paraplanner – a Verve Foundation student’s story on how he became a paraplanner
'My unexpected move to advice came after seeing online ad' – article by a Verve Foundation student explaining her career change and first year
Understanding Gen Z: What Early Careerists Seek in Their Professional Journey – article suggesting how to help early careerists grow and thrive.
New Talent Alliance steering group member, Emmelia Powell, guests on the Adviser 3.0 podcast, talking candidly about her journey into financial planning as a young woman, building a career while raising a family and dealing with imposter syndrome.
Second careerists: Ryan Long speaks to FTAdviser about leaving teaching to become an international-based wealth manager at Melbourne Capital Group in Malaysia.
How can the industry put advice professions on the map? This Money Marketing article looks at some of the current initiatives in the market, featuring several NTA steering group members.
Second careerists: Head of International Wealth at Melbourne Capital Group, Rob Atherton, writes about a former high-flyer at KPMG who is a mum to two boys and now a future financial planner.