Navigating the Transition to Financial Advising

In this episode of the Financial Planner Life podcast, host Sam Oakes sits down with Jay Dhaliwal, Chartered Financial Planner at Chase de Vere, to talk about her inspiring career journey.

Jay shares how facing rejection twice for financial planner roles early in her career didn’t stop her - it fueled her.

Already working as a paraplanner, she used the setbacks as motivation to deepen her technical expertise, achieve Chartered status, and carve out a specialist niche advising NHS medical professionals on their complex pension needs.

Jay’s story is a reminder that rejection isn’t the end - it’s often the beginning of real career growth.

If you're at a crossroads in your financial planning career, or wondering how to turn setbacks into success, this episode is packed with practical insights and inspiration.

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