Financial Planner Life Podcast From Rejection to Chartered Financial Planner: Jay Dhaliwal's Journey
Apr 30, 2025
Jay Dhaliwal, a Chartered Financial Planner at Chase de Vere, specializes in advising NHS medical professionals on complex pension needs. In this engaging conversation, Jay recounts her journey through early rejections, transforming setbacks into a drive for excellence. She shares insights into the significance of resilience and mentorship in the financial industry. Jay emphasizes the need for specialized knowledge, especially in identifying the unique challenges medical professionals face, while also touching on the importance of empathy in client relationships.
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Entry Paths to Financial Planning
- Starting anywhere in financial services can lead to a financial planner role.
- Gaining experience in financial services roles is valuable for career progression.
Pursue Chartered Status
- Don't stop at the diploma; aim for Chartered status to advance your career.
- Use your technical ability to add value to clients regardless of age, gender, or ethnicity.
Jay's Rejection Story
- Jay Dhaliwal faced rejection twice before becoming a financial planner.
- She was first rejected by Chase Devere and then by Wesleyan but persisted in her career goals.
