Financial Planner Life Podcast

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.

In this weeks episode Sam is joined by Mel Abplanalp from Buckingham Gate Chartered Financial Planners.  Mel is the head of operations at Buckingham Gate, she has had an unconventional but incredibly important career journey that has led her into this, the perfect role for her skillset and personality.   Mel has jumped around a little bit in her career, but as we established on the podcast, that's not always a bad thing. It's great to gain experience at different companies in different roles.  Mel has tried both Financial Planning and Paraplanning, but it was after skilfully dealing with an unpredictable bit of company chaos and the resonating words from a keynote speaker that she realised the operations route was her true calling.   This is a fantastic episode for anybody that's at the beginning of their journey, or perhaps stuck in rut within their current role. You’ll get invaluable insight into the pros and cons of multiple role experience and why you aren’t as stuck as you may think! As the profession grows the need for those in operation roles will also increase, I wonder how many people sitting in paraplanning, or advice roles would be more suited to operations?  We also cover -       The conversation she had with her director about moving into operations-       How she reviews her career journey, and what you can do to find out if you are in the right role for your skillset. -       Deciding where to work, do they align with you values?-       Overview of what an operations manager does.   -       Client facing experience, why the customer journey and experience is everything. -       Up and coming tech for the financial planning profession.  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.

Dave Robinson, a Chartered Financial Planner, discusses the importance of the IFA profession, his personal journey, business strategies, and advocacy for clients with special needs. He shares insights on fixed fees, time recording, ethical investments, and nurturing talent within the industry. The podcast touches on fair fees, transparent payment models, and the evolution of financial planning, emphasizing client value and independence.

This week we celebrate the launch of Financial Planner Life – Fintech, where we showcase some of the most innovative technology that helps improves the Financial Planning experience for Financial Planners and their clients.  Sam Oakes is pleased to welcome back Ben Mason the CEO of Kinherit a Wills and Trust onto the podcast to talk about their one-of-a-kind online platform called The Kinvault that protects clients and their wealth, reduces stress for families upon the death of a family member and allows timely support from the client's Financial Adviser.  By 2027 it’s expected that wealth transfer will nearly double from the current levels of £69 billion to £115 billion every year, its common for Financial Advisers to find out about a client's death only after AUM has started to be withdrawn, Despite the financial adviser being treated in life as one of their clients most trusted advisers.  In this episode we cover: Why The Kinvault and their industry-leading handover is revolutionising the way Financial Advisers hold on to and unearth new AUM opportunities.  Why the STEP qualification is so important in the will writing process. The pain points financial advisers are experiencing during this process and how the Kinvault is reducing stress for everyone involved. Why clients can seek comfort knowing their Financial Planner will support their loved ones and help them to manage the inherited money. What can be stored in the Kinvault Why white labeling the Kinvault offers a deeper level of trust.   If you would like to find out more about partnering with Kinherit then book a demo today, or message Sam@financialplannerlife.com directly for an introduction.  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.

On the podcast today Sam speaks with Chris Dames. Chris is a chartered adviser and the owner of a company called Cervello which he's been building over the last 12 years. Chris has an infectiously happy character and is brimming with kindness. So much in fact that the spill over goes into a podcast he hosts called The Kindness Project, which today stands at 50,000 downloads per month! It's all about being kind and sharing good news. It’s well worth checking out. Chris shares with us today something that he does monthly. He meets with other industry professionals, creates a case study, and then through that he generates huge amounts of business.We go into detail about· How kindness runs through his values within his company· His journey and why he set up his own business· How and why, he went from network to directly authorised · In business development, he shares how to set up a local networking group to generate quality referrals.  · What comes first when setting up your own business, clients, or introducers? · From Network to Directly Authorised· The Kindness Project Podcast This episode is packed with career changing advice! Enjoy. 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 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.