Chartered Financial Planner & Company Director at 24

We have a very exciting episode for your eyes and ears this week on the Financial Planner Life Podcast. This week’s guest is James Rivers, Finance Degree Graduate, Chartered Financial Planner and Company Director at Lane Financial Management, all at the very young age of 24 years old! This impressive individual is a prime example of what can be achieved with the right guidance, determination, and access to opportunity for the next generation of Financial Planners.  

James talks us through what went in to laying the foundations for his successful career, starting at Uni, alongside taking his Level 4 Diploma in Financial Advice, before joining a firm as a Financial Analyst on a placement program to build confidence and experience. We also discuss what, if anything, James would do differently if carrying out this journey again. 

James talks to us about what drives him in his career, where his values are within his work as a Financial Planner and what drives his passion for servicing clients. We talk about other skills, aside from technical knowledge, that go a long way toward creating a great Financial Adviser that might not be obviously apparent at first glance. James also offers his insight into why many Financial Planning Professionals haven’t got access to the same rate of progression as him, what barriers are in place for employees trying to climb the corporate ladder, and what aspiring Financial Planners can do to get over this hurdle.  

On a personal Level, James, like all of us, has experienced doubts, imposter syndrome, and uncertainty around his aspirations and career goals. We look into the steps James took when facing these feelings, and how he overcame personal roadblocks that could have otherwise held him back. 

If you’re in position where you feel stuck in your career and are wondering how to move things forward, or if you’re just setting out on your Financial Planning Career journey, this episode provides a boat load of useful insights that can help get your future career path clearly laid out! Go get ‘em! 

00:00:00 | Intro

00:04:35 | How James got into Financial Planning

00:10:40 | How James studied for his exams whilst in placement

00:12:10 | How James studied for RO exams

00:20:40 | University or Diploma?

00:32:53 | Experience working in placement at a financial planning firm

00:44:30 | The benefit of gaining experience in the placement

00:54:15 | Becoming a chartered adviser at a young age

00:56:27 | Imposter syndrome

01:02:50 | Aspirations

01:08:48 | What James would do to push his business forward

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