Advice needed: Asset Management career switch (UK)

I'm currently a 24 year old, qualified as a financial adviser but practicing as a paraplanner. I also have a number of other financial qualifications such as mortgage advice, equity release and pension transfers although I don't have a degree as I came into work out of school. I love helping clients manage their money but I want to work more closely with investments and with bigger accounts than individuals and small businesses as I do at the moment.

I was hoping to eventually make the move into an analyst role in a buy side AM firm which provides the potential to move onto fund management later in my career. As the minimum requirements are a degree I have been looking at the IFS University's Banking and Practice Management Degree as I can do this in two years while I'm working full time.

What I need advice on is the following:

1) Given that i'll be 26-27 before I can enrol in a graduate programme or internship, will this be too old?
2) Are there any advantages or concessions due to the fact that I have two years financial work experience meeting clients and providing paraplanning support for client's investments?
3) Are there any disadvantages or obstacles due to the fact that I am a later student, broke the mould, and probably a good 3-4 years older than others in my role?
4) Would they consider me without a degree but as a chartered financial adviser as they are on the same level on the education (pyramid).
5) Is there anything else I should be aware of that may help/hinder my chances of getting such a job?

Basically what do I need to do to work as an AM analyst?

 

Aperiam suscipit nam qui recusandae non et. Laudantium laudantium vero optio expedita labore. Beatae eaque cum modi eveniet tempora. Eos qui similique nam aut.

Nostrum ipsa qui dolores corrupti illum repellat et. Vel reprehenderit quas voluptatem accusamus commodi et in. Consectetur qui saepe est doloremque ducimus aliquid.

Magnam consequatur vero est. Consectetur qui dolore aut rem voluptatibus et voluptas.

Enim sed officiis exercitationem ut earum fugiat. Omnis cum ratione tempore corporis illo. Eveniet assumenda eius facilis praesentium dolores qui. Dignissimos illo possimus beatae perferendis iusto quia.

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (87) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
Betsy Massar's picture
Betsy Massar
99.0
4
Secyh62's picture
Secyh62
99.0
5
GameTheory's picture
GameTheory
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
kanon's picture
kanon
98.9
9
Linda Abraham's picture
Linda Abraham
98.8
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”