Career swap and a fresh start in financial planning - Kate Evans

This week Elena is joined by trainee Paraplanner Kate Evans from Lucent Financial Planning Ltd. Kate is a 2nd career-ist which means that she left a comfortable and successful career to try something completely different. Kate proves that it’s never too late to change careers and she shares with us exactly how she broke into financial planning. It turns out that Kate had a lot of transferable skills so this career change was not as scary as you might initially think. This is the perfect episode for anyone who is thinking of a career change, you’ll leave thinking, “If she can do it, then so can I!” 

We cover: 

• Why it’s important to pass your exams 
• How Kate entered the financial profession through networking, not job adverts 
• Exactly what she said when introducing herself to potential employers 
• How to make finding a job, your full-time job 
• Transferable skills 
   

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 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/ 

If you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK.  
 
if you hold level 4 qualification and looking for an entry role into financial planning please also reach out! 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? drop Sam a message.