One of the youngest chartered financial planners in the UK - The RU Group

One of the youngest chartered financial planners in the UK

Chartered financial planner Ben Slater

Ben Slater, a former apprentice with The RU Group becomes one of the youngest chartered financial planners in the UK. Previously ‘High Achiever of the Year’ Ben received Chartered status in record time.

Recently, we received the excellent news that our former apprentice turned IFA, Ben Slater, had successfully passed all his exams and achieved Chartered status with the Chartered Insurance Institute (CII).

Chartered Financial Planner Ben SlaterNow 23, Ben joined us as an apprentice when he was 18, beginning his professional development journey which enabled him to obtain the necessary qualifications whilst also benefitting from practical, on the job, training.

Starting in client servicing administration and working for the last few years as a Paraplanner, Ben has now achieved his ambition of becoming a Chartered Financial Planner by the age of 23, the equivalent of an honours level degree.

Ian Browne, Head of Advice for The RU Group, believes Ben’s strong motivation and his appetite for learning is at the heart of his success, commenting:

“Ben’s positive attitude and commitment since he joined us as an apprentice has made him a real asset to our team and a great role model. The culture of learning within The RU Group inspires everyone to be the best we can in our roles and we are immensely proud of everything he’s achieved.”

“Apprenticeships within the financial services sector are often overlooked, but Ben’s success shows that it is possible to thrive within the sector without a degree.”

Find out more about careers at The RU Group here.

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