A Financial Planner does NOT need to be academic – Sam Robinson

Mar 17, 2022

Ask episode

Chapters

Transcript

Episode notes

This week Elena is joined by Sam Robinson, Director of Almond Financial Ltd. Sam proves that you don’t need to be a high performer at school in order to be a successful financial planner. If you have the gift of people skills then the sky’s the limit in this profession. In this episode Sam shares his unusual but fascinating career journey, from chef to financial planning firm director. Sam & Elena also talk about the importance of embedding a strong & positive culture in the workplace, the benefits of having a younger age profile team and how a positive mindset can take you anywhere!

We cover:

Sam’s unusual but fascinating career journey
Dyslexia not holding you back
What type of person would make a great financial planner
Advice for anyone who wants to get into the financial profession
How a new firm can generate business
What is a modern firm?

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.