Financial Planner Life Podcast

This week we talk to self-employed financial adviser, Louise Fitzgerald. Louise started her journey as an administrator, worked her way up through trainee adviser role and to employed financial adviser before leaping into a self-employed adviser role. All within the same firm!  Louise gives us a very honest look into her career. Explaining why she took the path she chose and what that journey looked like for her. We talk about the highs, the lows and all the lessons learned.  There is some amazing advice within this episode. Especially for trainee’s and anyone fresh out of school or university looking for a career. You’ll learn  ·      What you should be doing to give you an advantage·      How you can impress somebody·      Interview techniques·      Social media presence and much, much more  We hope you enjoy it!Begin your financial planning career journey todayWhether 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.&nbsBe 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 hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

*Trigger warning of discussions on suicide* Charlie is back on the podcast, her first episode of 2023, and coming in strong, talking with Gillian Wilson about mental health and menopause in the professional environment. You lovely listeners know that here at Financial Planner Life we are not afraid of taboo subjects or having conversations about traditionally “uncomfortable” subjects. And this episode is testament to that.  Gillian Wilson is a remote working Paraplanner who first entered the world of financial services in 1990. She undertook a variety of roles before taking a break to study and pursue a passion for performing arts.  Gillian is a big advocate on the importance of ensuring good mental health in the workplace and a sustainable manner of working. Be that remotely or in office. She shares with us the difficulties the impact of a suicide can have. She also gives us tips on how to maintain a good level of mental health and how to “re-zen” during stressful periods.  This is an emotional rollercoaster episode. Begin your financial planning career journey todayWhether 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.&nbsBe 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 hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Joining us today on the Financial Planner Life podcast is Alexandra Vind, Director of Chapter House Wealth Management, and a Chartered Financial Planner Alexandra has worked within the profession for an impressive 18 years, predominantly as a Paraplanner! So naturally we talk about her career, why she moved around from company to company, what she learned along the way and why she now cannot work for anybody else.We talk about how she set up her Financial Planning firm with her husband and why she went  down the route of becoming directly authorised rather than the network route. She shares deeply about this journey, the sleepless nights, the high moments, the costs, the sacrifices, the time it takes and loads more.  This episode is a raw and incredibly honest look  at what it takes to set up a directly authorised firm. Absolutely. Fantastic conversation with Alexandra today. We hope you enjoy this episode.Begin your financial planning career journey todayWhether 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.&nbsBe 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 hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Welcome back! For the first podcast of 2023 (apologies for the delay) Sam is sitting down with Lee Robertson, the founder of Octo Members. Octo Members is a networking community for those that work within the financial planning profession and the wider financial services. Whether or not you're an administrator, paraplanner, financial adviser, work in investments, or marketing, Octo Members creates a community where you can go and debate and to talk about and to learn more about the profession that you are in. In this episode we go into detail about why Lee set up Octo Members and his career journey in the financial planning profession. With over 18 successful years of experience in the profession you can be sure that Lee has some very helpful tips around his passion for networking.  We also discuss·      The power of networking·      How online personas can impact business·      The advantages the newer generation of Financial Advisers have nowAnd much more. We hope you enjoy the episodeBegin your financial planning career journey todayWhether 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.&nbsBe 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 hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Elena is joined today by Hayley Rabbets, head of Verve Services at The Verve Group, and in this episode we are BREAKING the taboos.  Like many others, Hayley fell into the Financial Planning profession and undertook a variety of roles from administration to Paraplanning to operations before eventually landing at The Verve Group. You’ll find out though that Hayley isn’t just like everyone else. In fact, she actively breaks the mould and demolishes the stereotypes of a Financial Planning professional. She leads by example, sporting bright hair and visible tattoos (an appearance previously thought to be unprofessional), whilst confronting the awkward feeling, inside many of us, of having conversations about personal finance.  ·      Making difficult conversations about money easier·      Education on personal finance·      Being the change you want to see·      How appearances don’t affect your ability to perform your job This episode is FANTASTIC! The profession needs more people like Hayley to help erase the taboos and create healthier people and healthier work environments.Begin your financial planning career journey todayWhether 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.&nbsBe 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 hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Financial Planner Life – Career Accelerator ProgramEpisode 4 – Job offer management in the financial planning profession.  In the final episode of the Financial Planner Life career accelerator program, we discuss the job offer stage. The emotions attached to receiving a job offer can be overwhelming so, we share the things that you need to consider before you accept, to ensure you are making the right decision.  ·      The pros and cons of counter offers and how best to manage them.  ·      Reference checking within financial services, what to expect and when you should divulge information that could potentially take an offer off the table.   ·      The importance of looking over employment contracts, and why a second opinion is vital.   ·      Restricted covenants, what to consider.  ·      Offer horror stories, and how to avoid being the star of your own offer horror show.  ·      Lean into your recruiter at this stage for the best offer experience and to secure the best salary package possible.  ·      The letter of resignation, what you should and shouldn’t do!Begin your financial planning career journey todayWhether 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.&nbsBe 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 hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Financial Planner Life – Career accelerator program Episode 3 – How to prepare for job interviews in financial planning This episode focuses on the interview stage of securing a new job in the financial planning profession, such a huge part of the process. This is where leaning into an experienced recruiter elevates you above the competition and helps you deliver the best version of yourself. We also take into consideration the emotions attached to interviews and the pitfalls of not asking the right questions that align to your intrinsic values.   ·      Why securing multiple job offers from the right companies, gives you leverage to increase salary offers.  ·      How to flex your interview muscles!  ·      The power of preparation, practice, and research, and why being coached by an experienced, knowledgeable recruiter will elevate your performance at interview.    ·      What are the right questions to ask during the interview, with a big focus on values and culture?  ·      What’s going through the hiring manager's head at the interview stage? ·      The Halo effect, how to control it, and use it to your advantage!  · Competency-based questions: How best to prepare and deliver the right answers.   ·      Telephone, video, and face-to-face interviews, what to consider, and how to prepare.   ·      The value of negative feedback. ·      Why asking for evidence of career progression, and the success of current employees is essential - don’t believe the hype!  ·      Graduate? We have some tips for you!  ·      Excite the hiring manager by providing evidence of your success and value. ·      Securing an offer of employment, and how to handle this during the interview.    Begin your financial planning career journey todayWhether 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.&nbsBe 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 hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Financial Planner Life, Career Accelerator ProgramEpisode 2 – How to approach your financial planning job search Following on from Episode 1 where we looked at your why for wanting to change job, we now look at what you need to do to start the job search in the most effective and positive way. We share tips and advice on how best to market yourself for those who have or haven’t got financial planning experience.   ·  Why you should do some simple google searches to see what firms are best representing themselves online and ranking high on google search terms or social media.  ·  How to best qualify a recruiter, are they the right person to represent you?  ·  Optimising your LinkedIn profile to generate inbound interest.  ·  Why deep research is important, how to go about getting this research before submitting your CV.  ·  Why digital footprints and confidentially is key, watch out for these early mistakes that can destroy your career.  ·   When to avoid job boards and when to utilise them. ·  The power of LinkedIn for job hunters with or without financial planning experience. ·   Why second careerists and graduates need to take a proactive approach to search for a job in financial planning, we share a proven strategy to guarantee you interviews. Begin your financial planning career journey todayWhether 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.&nbsBe 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 hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Financial Planner Life, Career Accelerator programEpisode 1: Are you where you want to be in your career?  In this episode we encourage you to take a hard look at the reasons why you are looking for a new job opportunity in financial planning, we offer some guidance around what you should be considering and doing before you start that time consuming and often emotional draining process of searching for a new job, which we cover in episode 2.   In this episode we cover the following • Why it’s important that you sit down with your current employer to discuss your reasons why you are looking to move on, with a focus on how to approach the salary increase conversation and what evidence you can gather to reflect your worth in the market.  • Why leaning into a trusted recruiter within the financial planning space, such as Recruit UK is a must at this early stage of your job search. *   • What does your current companies’ career competency framework look like?  What does the next two years offer you if you stay? No framework? No clear career path to reach your goals? Alarm bells should be ringing. • Large firms or small firms, what’s right for you? • Are you holding yourself back? Why holding a mirror up to yourself is so important when considering any career move. Remember that we often take our personal problems with us. Can you hand-on-heart say that you have done all you can to improve your current situation? • What is a toxic culture, and are you working in one? Is it affecting your mental health? if so its time to move on. • Employee wellbeing: Does your current company invest in yours?  • And loads more!  *If you would like to lean into a Recruiter at Recruit UK to understand your options further, please click here to book a private consultation.  Begin your financial planning career journey todayWhether 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.&nbsBe 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 hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

We have Elena hosting the podcast again this week and speaking with Lucy Byrom, Director of Fusion Business Management.  Lucy has taken a unique approach to a career within the Financial Planning profession. Coming into it as an apprentice straight from secondary school, she spent years immersed in the profession before taking exams to become a Paraplanner. But after multiple retakes she conceded Paraplanning wasn’t for her. But how do you stay in and progress through a profession you love without the “fundamental” building blocks?  In this episode we find out exactly how Lucy did just that. Identifying her strengths and using them to carve a career path through the Financial Planning profession that has brought her fulfilment.  But there are challenges that come with such an unorthodox approach and we love how open Lucy is about the struggles she faced throughout.  ·      How you can thrive without needing to become a qualified Paraplanner or Financial Advisor·      Starting and running a non-financial planning business in a financial planning profession·      How she managed this with a young child·      Some of the prejudice that women STILL face in the profession·      The value that the profession brings not only to the clients but those that work within it Hope you enjoy it! Begin your financial planning career journey todayWhether 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.&nbsBe 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 hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.