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Financial Planner Life Podcast

Financial Planning Career Testimonial with Rich Weatherburn

May 25, 2023
08:54

This week we have something a little different for you here at Financial Planner Life, demonstrating the power of developing a strong industry network!

As you may know, we are powered by Financial Services Recruitment Specialists Recruit UK, experts in talent resourcing within the Financial Planning Profession.

Recruitment often gets a bad rap, but in reality, it genuinely changes people’s lives. 

 

Take Richard for example:

Richard was in a tough place. Self-employed and building/running his own firm was no longer enjoyable.  

He had built AUM, had no problem winning clients, loved the business development aspects of his work, but by his own admission made some bad hiring decisions, didn’t enjoy the day-to-day runnings, and felt under pressure to grow the business. It was costing him £££s and causing him stress. 

 

Richard wanted out of self-employment, but under his terms….

He wanted to: 

Work employed for an IFA

Sell his client bank to that IFA

Continue servicing those clients and focusing on new business.

Surround himself with experts who could support his professional growth and allow him to focus on what he’s good at. 

Maintain his flexible working set-up, as a new baby was on the way. 

 

Everything Richard wanted, Recruit UK delivered on!

Richard was marketed to Recruit UK and Financial Planner Life’s trusted clients, remaining clear on Richard’s objectives throughout. 

We then screened and selected 4 suitable options from over 30 requests for interview and managed the process from start to finish. 

 

Thank you, Richard, for trusting us and the team at Recruit UK, we are truly grateful that we got the chance to improve your personal and professional Financial Planning career journey.

 

If you’re a Financial Planning Professional looking to take the next steps in your career, reach out to Recruit UK and speak with your regionalised consultant here:

https://recruitukltd.co.uk/job-consultation/ 

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/ 

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Apple - https://podcasts.apple.com/gb/podcast/the-financial-planner-life-podcast/id1505494249 

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.

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