Through an intensive training programme, Ben and Laura have achieved an Advanced Diploma in Financial Planning. This news highlights the importance that Rathbones places on supporting junior talent through development.

Rathbones’ Financial Planning team have built a clear structural training and development programme that offers significant support to junior team members as they undertake their industry qualifications. The development programme was launched three years ago, and of the 23-strong financial planning team, six roles have since been created.

Ben joined Rathbones in early 2017 and is a Fellow of the Personal Finance Society. He graduated from the University of York in 2009 with a BSc (Hons) in Environment, Economics and Ecology. Ben also holds a Masters from the University of Leeds in Engineering Geology. He previously worked as an Environmental Manager on large national infrastructure projects before moving to Rathbones to pursue a career within Financial Planning.

Laura joined the team in 2017 and has 10 years’ experience in the financial services industry.  And she recently achieved Chartered Financial Planner status. Laura has worked for a number of financial institutions including Canada Life and Succession Group.

Paul White, Head of Advisers of Financial Planning at Rathbone Investment Management: “We’re delighted with the progress both Ben and Laura have made as part of the Financial Planning team.  We pride ourselves at Rathbones on offering a well-rounded development programme which offers the necessary training, mentoring, and support to individuals in their career progression, so it has been a pleasure that Laura and Ben have achieved their status through this programme.  We look forward to continuing working with them as they now focus on the next part of their development goals.”

Laura Dempsey, Financial Planner at Rathbone Investment Management: “Since joining, Rathbones has invested and supported me in my professional development. Rathbones puts a real focus on ensuring the team are highly qualified, and they’ve given me constant support and encouragement to build a successful career.”

Ben Shaw, Financial Planner at Rathbone Investment Management: “A career change is certainly a daunting prospect, but the support and guidance from Rathbones made this considerably less so.  Knowing I wanted to pursue my career as a financial planner, the Rathbones’ programme offered me a great opportunity to achieve my goal and develop client relationships, as well as the skills and knowledge I need as I progress with my career.”