Lena Patel – Being a financial planner from an ethnic minority background

This week Elena is joined by Lena Patel, Chartered Financial Planner from ISJ Independent Financial Planning. Lena & Elena discuss what it’s like to be a female financial planner who is also from an ethic minority background, how we can encourage more people from these backgrounds into the profession and the importance of educating young people about money. Why is it such a taboo subject? Lena is such an inspirational character, not only is she the director of her firm but she also brings her community together through coaching and networking events. 

We cover 

• Lena’s thoughts and experiences on what it’s like to be from an ethnic minority background in the workplace 
• How we can encourage more people from ethic minority backgrounds into the financial profession 
• Advice for people who are financially dependant 
• A fellowship vs a university degree 
• The benefits of community & coaching 
   

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/ 

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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