Financial Planner Life Podcast Are you a true paraplanner? females under 30 in financial planning and the power of community with Chanelle Pattinson
Today’s guest is Chanelle Pattinson an IFA from P&P invest Ltd, we talk about her journey as a young female in the financial planning profession and how being the only female her age at a PFS conference sparked the idea of creating an online community for young women in financial planning.
Chanelle is not out to man bash, she is hugely appreciative of the support and guidance received from men within the profession including her father who is also a financial planner, the community is about creating a space where women feel comfortable asking questions to a group of likeminded similar aged women.
collaboration not competition!
we also talk in depth about the role of paraplanner and how this can differ company to company. Chanelle shares her personal experience of what she considers a true paraplanner and encourages those currently in the position to ask the question 'am I a paraplanner or an administrator?'
We also talk about:
- why working for multiple financial planning companies has been a positive to her career development.
- How Next Gen Planners has been instrumental in building her skills and confidence as a financial planner.
check out the Next Gen financial planning community and join the females in financial planning under 30's group here - https://nextgenplanners.co.uk/
to find out more about the females under 30 group you can connect with Chanelle Pattinson on Linkedin - https://www.linkedin.com/in/chanelle-pattinson-dippfs-b6064496/
be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.
Financial Planning Qualifications guide https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/
2021financial planner salary guide Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/
follow the financial planner life podcast on Spotify - https://open.spotify.com/show/6vdF54D6IfBGy20h6Xvt4k?si=RohuXyawSQ2jPCl-gqWMBQ
Apple - https://podcasts.apple.com/gb/podcast/the-financial-planner-life-podcast/id1505494249
If you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK.
if you hold level 4 qualification and looking for an entry role into financial planning please also reach out!
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Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.
With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.