Good mentorship is how you make someone feel – Danielle Arnold

May 5, 2022

Ask episode

Chapters

Transcript

Episode notes

This week Sam is joined by Danielle Arnold, head of Paraplanning for Bespoke Wealth Limited. Danielle disproves the myth that Paraplanners are introverts. She is most certainly not an introvert, in fact, before she started her career in financial planning, she was training to be a helicopter pilot! Danielle shares with us why it’s important for a Paraplanner to work alongside a good financial adviser who can offer mentorship and include them in client facing activities. Danielle explains how the Paraplanner can be the eyes and ears for the adviser and ultimately help deliver the best experience for the client. A great episode for anyone wanting to enter the financial profession and rise through the ranks.

We cover:

Danielle’s career journey including her different roles
Advice for anyone who wants to get into the profession
Financial education in schools
Getting women into the profession
Training, mentorship and a career pathway
Financial advisers and Paraplanners working together

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 Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here.

Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.

Check out the 2022 Financial planning Salary Guide here.

If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.

Begin your financial planning career journey today

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.