This award recognises an individual who has demonstrated exceptional initiative and delivered tangible, positive outcomes for their business. Their proactive approach and commitment to excellence have created enduring benefits, significantly enhancing training efficiency. In a short time, they have built trust and respect through their dedication, professionalism, and reliable support.

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Emerging Talent of the Year – Graduate Trainee

Entry Form Criteria

All entrants must be aged 35 or under.

Entrants should:

  1. Please show evidence of tangible outcomes you have delivered within the first 12–18 months of your role.
  2. Provide examples of where you have proactively engaged beyond your core responsibilities.
  3. Describe any improvements you have made to training or onboarding efficiency.
  4. Include positive feedback or testimonials that highlight your professionalism and reliability.
  5. Demonstrate how you have earned trust and respect through your initiative and consistent support.

This award recognises an individual who has demonstrated exceptional initiative and delivered tangible, positive outcomes for their business. Their proactive approach and commitment to excellence have created enduring benefits, enhancing business efficiency. In a short time, they have built strong internal relationships, fostering trust and respect through their dedication, professionalism, and reliable support.

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Young Administrator of the Year

Entry Form Criteria

All entrants must be aged 35 or under.

Entrants should:

  1. Please provide evidence of how you have improved processes or introduced time-saving initiatives.
  2. Share examples of instances where you have gone above and beyond your core duties.
  3. Describe how you have built strong internal relationships and supported cross-team collaboration.
  4. Provide details of the impact your work has had on business operations or efficiency.
  5. Include feedback or testimonials from colleagues or managers that reflect your dedication and reliability.

This award recognises an individual who has demonstrated outstanding initiative and delivered measurable value to their organisation. They have made impactful contributions with lasting benefits, showcasing a clear commitment to business growth and client success. In a short time, they have developed meaningful client relationships, earning trust and respect through their expertise, dedication, and interpersonal skills.

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Young Financial Planner of the Year (East & West Midlands)

Entry Form Criteria

All entrants must be aged 35 or under.

Entrants should:

  1. Please share examples of client outcomes that demonstrate the value of your financial planning.
  2. Provide evidence of how your work has contributed to business growth or client retention.
  3. Describe how you have built meaningful relationships with clients and colleagues.
  4. Detail any innovations or improvements you have introduced to planning processes or client service.
  5. Include testimonials or feedback that highlight your expertise, professionalism and impact.

This award recognises an individual who has demonstrated outstanding initiative and delivered measurable value to their organisation. They have made impactful contributions with lasting benefits, showcasing a clear commitment to business growth and client success. In a short time, they have developed meaningful client relationships, earning trust and respect through their expertise, dedication, and interpersonal skills.
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Young Financial Planner of the Year (London & Greater London)

Entry form criteria:

All entrants must be aged 35 or under.

Entrants should:

  • Please share examples of client outcomes that demonstrate the value of your financial planning.
  • Provide evidence of how your work has contributed to business growth or client retention.
  • Describe how you have built meaningful relationships with clients and colleagues.
  • Detail any innovations or improvements you have introduced to planning processes or client service.
  • Include testimonials or feedback that highlight your expertise, professionalism and impact.

This award recognises an individual who has demonstrated outstanding initiative and delivered measurable value to their organisation. They have made impactful contributions with lasting benefits, showcasing a clear commitment to business growth and client success. In a short time, they have developed meaningful client relationships, earning trust and respect through their expertise, dedication, and interpersonal skills.
£ 0.00
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Young Financial Planner of the Year (Northeast & West, Scotland & N. Ireland)

Entry form criteria:

All entrants must be aged 35 or under.

Entrants should:

  • Please share examples of client outcomes that demonstrate the value of your financial planning.
  • Provide evidence of how your work has contributed to business growth or client retention.
  • Describe how you have built meaningful relationships with clients and colleagues.
  • Detail any innovations or improvements you have introduced to planning processes or client service.
  • Include testimonials or feedback that highlight your expertise, professionalism and impact.

This award recognises an individual who has demonstrated outstanding initiative and delivered measurable value to their organisation. They have made impactful contributions with lasting benefits, showcasing a clear commitment to business growth and client success. In a short time, they have developed meaningful client relationships, earning trust and respect through their expertise, dedication, and interpersonal skills.
£ 0.00
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Young Financial Planner of the Year (Southeast & West)

Entry form criteria:

All entrants must be aged 35 or under.

Entrants should:

  • Please share examples of client outcomes that demonstrate the value of your financial planning.
  • Provide evidence of how your work has contributed to business growth or client retention.
  • Describe how you have built meaningful relationships with clients and colleagues.
  • Detail any innovations or improvements you have introduced to planning processes or client service.
  • Include testimonials or feedback that highlight your expertise, professionalism and impact.

This award celebrates an outstanding team of young professionals within a financial planning business who, with similar levels of experience, have collaborated effectively to address key business challenges. We are looking for a team that exemplifies unity, problem-solving abilities, and innovation in achieving their goals. Entries should include a clear account of the team’s initial objectives, the strategies they employed, and the successful outcomes, showcasing their positive impact on the organisation and its clients.

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Young Financial Planning Team of the Year

Entry Form Criteria

All entrants must be aged 35 or under.

Entrants should:

  1. Please outline your team’s goals, the challenges you faced and how you addressed them.
  2. Describe how your team collaborated and shared responsibilities to deliver results.
  3. Provide measurable evidence of the team’s impact on the business or its clients.
  4. Share examples of innovative approaches or creative problem-solving used by the team.
  5. Include supporting feedback or testimonials that reflect your team’s effectiveness and contribution.

This award recognises an individual who has introduced innovative strategies to drive client engagement and business growth. Through creative marketing initiatives—including social media and other channels—they have successfully attracted and retained clients, enhancing the organisation’s visibility and reputation. They will demonstrate a strong understanding of how marketing can connect an organisation with new and existing clients, backed by clear examples of successful campaigns and measurable results.

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Young Marketing Specialist of the Year

Entry Form Criteria

All entrants must be aged 35 or under.

Entrants should:

  1. Please provide details of marketing campaigns you have led, including objectives, approach and measurable results.
  2. Share examples of creative or innovative marketing strategies you have developed.
  3. Demonstrate your understanding of the target audience and your use of appropriate channels.
  4. Describe the impact your work has had on business visibility, client engagement or growth.
  5. Include feedback or recognition from colleagues or management that highlights your contribution.

This award recognises a paraplanner who has exhibited exceptional initiative, contributing meaningful value to their team and business. Their work has created lasting, positive impacts, demonstrating dedication to the organisation’s growth and success. They have established strong relationships, building trust and respect through their accuracy, reliability, and commitment to excellence in financial planning support.

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Young Paraplanner of the Year

Entry Form Criteria

All entrants must be aged 35 or under.

Entrants should:

  1. Please provide examples of complex planning work you have delivered and how it added value.
  2. Describe how you have taken initiative to improve technical standards, processes or templates.
  3. Share how you have built strong working relationships with advisers and team members.
  4. Demonstrate how your work has supported planning strategies, compliance or business success.
  5. Include feedback or testimonials that reflect your accuracy, reliability and professional commitment.