Jonathon Jay, from Trainee Paraplanner to Chartered Financial Planning Director at Investec

This week’s guest is Jonathon Jay - Associate Director level Financial Planner at Investec Wealth.  

Jonathon is a prime example of how ambition, hard work, self-belief and a clearly defined goal can propel your financial planning career forward within a short space of time. 

Jonathon didn’t leave school with the greatest of A-Levels and didn’t go to University. However, this didn’t stop him from achieving his Level 4 DipFA within 7 months and Chartered by the age of 26.  Yet again, proving that your school grades do not define your future.  

Jonathon takes us on a career journey from an Administrator role in Dubai to Trainee Paraplanner for a small boutique firm in the UK to eventually becoming a Director level Financial Planner with Investec at the age of 29. 

In this podcast we cover:

·        Why you shouldn’t dismiss trainee paraplanning as a route to becoming a financial planner. 

·        How to self-promote and take control of your career development.   

·        How humility and stripping away entitlement is key to a fulfilling and rewarding career as a financial planner.  

·        What to expect from an HNW financial planner career and why being a Chartered financial planner is a must. 

·        The benefit of attending over 100 Client meetings before giving any advice as a financial planner.  

Loads of great stuff covered and a must listen to anyone looking to progress their financial planning career or interested i becoming a financial planner or trainee paraplanner.

check out www.recruitukltd.co.uk for the latest financial planning, financial planner and trainee paraplanner jobs and connect with your host sam oakes on linkedin 

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