Financial Planner Life Podcast
From Restricted Adviser to Independent Financial Planner
Aug 10, 2023
Lee Quinn, former Trainee-Paraplanner turned Independent Financial Planner, shares his career journey from compliance to financial planning. He discusses the differences between working as a restricted adviser and an independent financial adviser (IFA) and emphasizes the benefits of being an IFA, including a more holistic approach and stronger client relationships. The chapter also explores the role of power planners in the financial planning industry and the challenges faced by independent financial advisors.
01:08:38
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Quick takeaways
- When considering a potential employer, it's essential to understand how they can support your career aspirations.
- Assessing a company's culture helps determine if it aligns with your values and preferences.
Deep dives
The Importance of Career Support
One of the key questions the candidate should ask is how the potential employer can support their career ambitions. It is crucial to have a clear understanding of what support and guidance will be provided to help the candidate progress in their desired career path. This ensures a good fit between the candidate's aspirations and the employer's resources to facilitate their growth.
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