Financial Planner Life Podcast cover image

Financial Planner Life Podcast

Part-Time Financial Planner, Why it works for me!

Oct 30, 2024
53:41

Join us for an insightful conversation with Paula Leitch, a trailblasing part-time financial planner whose journey took her from Australia to the heart of Dublin's financial sector.

Throughout our discussion, we explore her strategic decision to embrace part-time work, allowing her to balance a fulfilling career with family life,  Sam of course tries to convince her to become "mama money"—a key influencer in the financial industry.

We also navigate the intricate landscape of financial planning across Ireland and the UK, through Paula's transition from an accounting firm to a pension trustee company. Hear about the challenges she encountered while balancing a demanding career and family life, including temporarily stepping away from the work. Despite these hurdles, Paula remained connected to her passion for financial planning through volunteering and ongoing education, which fueled her return to the industry. Additionally, we delve into the importance of building meaningful relationships over rigid system processes, and Paula's belief in creativity and innovation over repetitive tasks.

Our conversation further highlights the empowering potential for women in financial planning, especially for those juggling motherhood and a career. Paula shares her insights on carving out a niche tailored for families and the rewarding nature of educating children about money through financial planning. We wrap up the episode with a warm reflection on our mutual appreciation and discuss exciting opportunities for future collaboration. Tune in for a blend of inspiration, practical advice, and an uplifting journey into the world of financial planning.

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.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode