WOMEN IN FINANCIAL ADVICE AWARDS 2023Wednesday 1st November 2023
Marriott Grosvenor Square, London
Professional Adviser is proud to host the 2023 Women In Financial Advice Awards, which celebrate the achievements of women working within the financial advice community and also the wider financial services arena.
These awards are not about men versus women or whether a particular gender is more suited to a career or role in financial services - they are simply about celebrating and recognising the achievements of women in a sector where they continue to be under-represented.
Whether it be the gender pay gap, the lack of senior women in the sector or the willingness of women even to seek financial advice, the sheer volume of news stories appearing in Professional Adviser in recent years stands as stark testament to this latter point. More positively, such coverage may be seen as a growing acknowledgement this issue can no longer be ignored and the extraordinary response to these awards in the past few years suggests the advice profession is making steady progress.
In highlighting the achievements of women already in financial advice or the wider financial services world, as well as recognising individuals of either gender who help to maximise the potential of women or are striving to bring about a more appropriate gender balance, the Women In Financial Advice Awards is now looking to play its part by helping to inspire more women to work in an already dynamic sector that, nevertheless, stands a long way short of fulfilling its true potential.
About the Awards
The Women in Financial Advice Awards are open to those working within both the financial advice community and among the financial services sector that provide products and/or services to financial advisers and their clients in the UK.
Nominees can be involved in roles relating to UK-based financial advice, adviser support services, platform provision, investment, retirement and protection solutions - including but not limited to management, strategy, product development, marketing, communications, sales, compliance, human resources or front, middle or back-office operations.
VIEW THE 2023 NOMINEES
2023 Women in Financial Advice Awards Categories
Financial Adviser of the Year - Midlands & East Anglia
Open to women whose achievements and work within financial advice in the UK have helped enhance the sector or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model. The nominee must be able to demonstrate their influence in attracting and/or retaining women into financial advice.
Financial Adviser of the Year - North East
Open to women whose achievements and work within financial advice in the UK have helped enhance the sector or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model. The nominee must be able to demonstrate their influence in attracting and/or retaining women into financial advice.
Financial Adviser of the Year - North West
Open to women whose achievements and work within financial advice in the UK have helped enhance the sector or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model. The nominee must be able to demonstrate their influence in attracting and/or retaining women into financial advice.
Financial Adviser of the Year - Scotland & NI
Open to women whose achievements and work within financial advice in the UK have helped enhance the sector or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model. The nominee must be able to demonstrate their influence in attracting and/or retaining women into financial advice.
Financial Adviser of the Year - South East
Open to women whose achievements and work within financial advice in the UK have helped enhance the sector or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model. The nominee must be able to demonstrate their influence in attracting and/or retaining women into financial advice.
Financial Adviser of the Year - London
Open to women whose achievements and work within financial advice in the UK have helped enhance the sector or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model. The nominee must be able to demonstrate their influence in attracting and/or retaining women into financial advice.
Financial Adviser of the Year - South West
Open to women whose achievements and work within financial advice in the UK have helped enhance the sector or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model. The nominee must be able to demonstrate their influence in attracting and/or retaining women into financial advice.
Financial Adviser of the Year - Wales
Open to women whose achievements and work within financial advice in the UK have helped enhance the sector or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model. The nominee must be able to demonstrate their influence in attracting and/or retaining women into financial advice.
Woman of the Year – Financial Coaching
Please note: This category is open to women working in financial coaching. Open to women whose achievements and work in coaching in the UK have helped enhance this area of financial services or raise its profile as a career for women - whether through education, training, leadership or mentoring. Examples of coaching success stories would benefit submissions.
Woman of the Year – ESG Advice
Please note: This category is ONLY open to financial advisers and planners. Open to women whose achievements and work specifically within ESG advice in the UK have helped enhance this area of financial advice or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model.
Woman of the Year – Vulnerable Client Care
Please note: This category is ONLY open to financial advisers and planners. Open to women whose achievements and work specifically within vulnerable client care and advice in the UK have helped enhance this area of financial advice, particularly during the pandemic.
Woman of the Year – Investment Advice
Please note: This category is ONLY open to financial advisers and planners. Open to women whose achievements and work specifically within investment advice in the UK have helped enhance this area of financial advice or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model.
Woman of the Year – Protection Advice
Please note: This category is ONLY open to financial advisers and planners. Open to women whose achievements and work specifically within protection and healthcare advice in the UK have helped enhance this area of financial advice or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model.
Woman of the Year – Retirement Planning
Please note: This category is ONLY open to financial advisers and planners. Open to women whose achievements and work specifically within pensions advice and retirement planning in the UK have helped enhance this area of financial advice or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model.
Woman of the Year – Paraplanning
Please note: This category is NOT open to financial advisers or planners. Open to women whose achievements and work in paraplanning in the UK have helped enhance this area of financial advice or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model.
Woman of the Year – In-house Adviser Support
Please note: This category is NOT open to financial advisers or planners. Open to women whose achievements and work providing internal support services within a UK financial advice business have helped enhance this area of financial advice or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model. Excluding financial advisers and paraplanners, the award is otherwise not specific to any particular role in a financial advice business.
Woman of the Year – ESG
Please note: This category is NOT open to financial advisers or planners. Open to women whose achievements and work in ESG-related areas of UK financial services have helped enhance the sector or raise its profile as a career for women - through education, training, leadership, mentoring or acting as a role model. The award is not specific to any particular role - it is, for example, open to those involved in management, strategy, product development, marketing, communications, sales, compliance, human resources or front, middle or back-office operations.
Woman of the Year – Investment
Please note: This category is NOT open to financial advisers or planners. Open to women whose achievements and work in investment-related areas of UK financial services have helped enhance the sector or raise its profile as a career for women - through education, training, leadership, mentoring or acting as a role model. The award is not specific to any particular role - it is, for example, open to those involved in management, strategy, product development, marketing, communications, sales, compliance, human resources or front, middle or back-office operations.
Woman of the Year – Retirement
Please note: This category is NOT open to financial advisers or planners. Open to women whose achievements and work in pensions and retirement-related areas of UK financial services have helped enhance the sector or raise its profile as a career for women - through education, training, leadership, mentoring or acting as a role model. The award is not specific to any particular role - it is, for example, open to those involved in management, strategy, product development, marketing, communications, sales, compliance, human resources or front, middle or back-office operations.
Woman of the Year – Platforms
Please note: This category is NOT open to financial advisers or planners. Open to women whose achievements and work in platform and wrap-related areas of UK financial services have helped enhance the sector or raise its profile as a career for women - through education, training, leadership, mentoring or acting as a role model. The award is not specific to any particular role - it is, for example, open to those involved in management, strategy, product development, marketing, communications, sales, compliance, human resources or front, middle or back-office operations.
Woman of the Year – Fintech
Please note: This category is NOT open to financial advisers or planners. Open to women whose achievements and work in fintech-related areas of UK financial services have helped enhance the sector or raise its profile as a career for women - through education, training, leadership, mentoring or acting as a role model. The award is not specific to any particular role - it is, for example, open to those involved in management, strategy, product development, marketing, communications, sales, compliance, human resources or front, middle or back-office operations.
Woman of the Year – Adviser Support Services
Please note: This category is NOT open to financial advisers or planners. Open to women whose achievements and work in business providing external support services to UK financial advisers have helped enhance this area of financial services or raise its profile as a career for women - whether through education, training, leadership, mentoring or acting as a role model. Excluding employees of financial advice businesses, the award is otherwise not specific to any particular role - it is, for example, open to those involved in management, strategy, product development, marketing, communications, sales, compliance, human resources or front, middle or back-office operations.
Role Model of the Year (large firms - small/medium firms)
Open to women in the UK financial services sector who have helped inspire others to fulfil their potential and achieve excellence in the workplace. Large firms company with more than 250 employees. Small/medium company with fewer than 250 employees.
Rising Star (Advice / Non-Advice)
Open to women in the UK financial services sector who have made a strong impact in a short space of time and are seen as most likely to progress further. There is no age limit and candidates can be graduates, non-graduates, trainees, managers or perhaps have entered financial services in recent years from a different sector. Nominees must have been working in UK financial services for fewer than three years on 1 January 2023.
Team Leader of the Year (large firms - small/medium firms)
Open to women in the UK financial services sector who head up a team and can demonstrate excellence in leadership, communication and vision. Large firms company with more than 250 employees. Small/medium company with fewer than 250 employees.
Most Inspiring Returner
For women who, since 1 January 2022 to 31 December 2022, have returned to work in the UK financial services sector, whether it be from a sabbatical, for health reasons, maternity leave or indeed anything else, and have acted as a role model to other women.
Marketing Influencer of the Year
Open to women in the UK financial services sector whose contribution via marketing and media, including social media, has helped influence and raise awareness of financial issues.
Contribution to Gender Diversity
Open to companies within the UK financial services sector who have implemented a project, initiative or wider changes in gender diversity within a business or the industry more broadly.
Contact
This event is working towards the International Standard ISO 20121 and follows guidance set out by the Sustainable Event Alliance (SEA)
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