Promoting career development at Source Advisors

Source Advisors has a strong ethos of employee empowerment, with every employee fully supported to develop their unique path to achieving their continued personal development and career goals. We provide fully funded career development courses with time to attend training courses and exams. We offer flexibility for individuals to choose the courses that meet their own needs and learning styles. The commitment comes from leadership, with employees encouraged to allocate up to 15% of their time towards career development goals.

Benefits of employee training to Source Advisors

We consider employee training as a key business investment and an inherent factor in a successful business culture. Skilled and motivated employees are more likely to stay with us long-term and make it an enjoyable work environment for everyone.

Professional training makes our teams more productive, resulting in fewer mistakes, helping us to serve our clients better. It helps us stay ahead of the competition as we maintain a workforce that can respond to changes in the R&D tax relief regimes, new technologies and evolving needs of our clients.

Anything that enhances the skills of our people whilst growing their confidence and job satisfaction is definitely a win-win.

Case study – Caroline, on becoming a Tax Manager

Following her degree in Criminology & Criminal Justice Studies, Caroline Rowley worked for a legal firm which provided valuable Dispute Resolution experience. She joined Source Advisors in February 2015, beginning in the role of Account Manager. Caroline went on to study for her AAT qualification (Association of Accounting Technicians) via distance learning, through a training contact with Source Advisors. Through this specialised training and with her in-depth knowledge of the R&D tax relief scheme, Caroline supports our clients by ensuring up-to-date, accurate and fully compliant claims.

Caroline’s training included working through each AAT qualification (Levels 2, 3 and 4) via online coursework, live seminars and independent study spread over 6 years and undertaking 17 exams in total. She is now a qualified MAAT.

“Source Advisors has supported me as I’ve developed my career and gained specialist skills, knowledge and professional qualifications. I’m proud to be able to use my training every day to simplify the complexities of the R&D tax relief regime for our clients.”

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