A career move from Actuary to Self employed IFA, Why Daniel chose Financial Planning as a career

As the advice gap widens and a high proportion of advisers are set to retire over the next 5- 10 years it's now commonly accepted that we need to increase efforts to attract talent from other professions. 



I personally find this very interesting, what transferable skills, attributes, and personalities are suited to financial planning? 



So, when I got the opportunity to interview Daniel Wiltshire a Chartered Fellow Actuary who made the move to Financial Planning, I jumped at the chance. 



Actuaries tend to be predominantly conventional individuals, they are usually detail-oriented and organised, and like working in a structured environment. They also tend to be investigative, which means that they are quite inquisitive and curious people. I would consider these transferable attributes to financial planning. 

Daniel is one of the few Financial Planners brave enough to move straight into self-employment, and today he shares why he chose this path.

We cover:

·       His experience of a Financial Planning academy, the good and the bad. 

· First-year realities of self-employment, what you should prepare for. 

·       The benefits of working with an external business consultant.

·       Why self-employment and IFA were the only options for him. 

·       Spinning plates, what he does to stay focused ad productive. 

I hope you enjoy the podcast, please leave a 5-star review and feedback if you did! :-)

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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/

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

you can also connect with sam Oakes on LinkedIn  https://www.linkedin.com/in/financialadvicejobs/