Financial Planner Life Podcast

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!  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.

This week Elena is joined by Lena Patel, Chartered Financial Planner from ISJ Independent Financial Planning. Lena & Elena discuss what it’s like to be a female financial planner who is also from an ethic minority background, how we can encourage more people from these backgrounds into the profession and the importance of educating young people about money. Why is it such a taboo subject? Lena is such an inspirational character, not only is she the director of her firm but she also brings her community together through coaching and networking events. We cover Lena’s thoughts and experiences on what it’s like to be from an ethnic minority background in the workplace How we can encourage more people from ethic minority backgrounds into the financial profession Advice for people who are financially dependant A fellowship vs a university degree The benefits of community & coaching  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!  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.

This week Sam is joined by Marie Smith, Relationship Director at Cooper Parry Wealth. Marie was recently promoted from a Paraplanning manager to her current position and we talk about the lack of females in leadership roles within financial planning. It’s predicted that 53% of UK millionaires will be female by 2025. That’s a lot of wealth that women will need advice on and who will they seek this advice from when currently less than 15% of financial planners are female? This represents a fantastic opportunity for any budding female financial advisers out there and Marie’s success will surely be an inspiration to many. We even get the opportunity to talk about the Foo Fighters so what’s not to like? There’s something for everyone at the Financial Planner Life Podcast! We cover: How wealth distribution between men and women is changing Book recommendations for career development The importance of mentorship and how to find a mentor Inspiring the next generation of female financial planners Learning & development and how Cooper Parry have supported this  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! 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.

This week Elena is joined by Jasmine Lambert, Chartered Financial Planner & Managing Director of family run Redwood Financial. Jasmine is proof that you don’t have to go to university to have a successful career within financial planning, there is huge value in getting work experience and learning on the job instead. Jasmine shares her career journey with us, how she believes that family run businesses can be inclusive to everyone plus she gives us some top tips on building confidence and nailing client meetings! We cover: What it’s like being a young female financial planner The transition from a financial planner into management Practical learning vs theory. What you can’t learn in a textbook Getting client facing experience The power of visualisation How to encourage more students/young people to join a wealth management firm  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!  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.

This week Elena is joined by Chartered Financial Planner Tom Hopson from HFMC Wealth LLP. Tom faces a particular challenge in his career, he’s young! Did you know that 58% of financial planners are due to retire within the next 10 years!? This means that young planners like Tom are rare and more will be needed to fill the gap. Tom shares with us the challenges that he faces as a young financial planner, how he overcomes these challenges, plus he even gives advice to young people hoping to get into the profession. We also discuss how money seems to be a taboo topic and the only way to financial prosperity is to talk about it! We cover: The importance of career guidance/mentorship Barriers that a young financial planner faces & how to overcome them Imposter syndrome How to building rapport with your clients Advice for any young aspiring financial planners Why wealth management firms need young advisers  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! 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.

This week Sam is joined by Nigel Borwell from Lead Tech, one of the largest lead generation companies specifically for financial planners. Nigel talks us through what a good lead generation company actually does, how to find the right lead generation company for you and what questions you should be asking them. We also discuss new legislation which is being introduced by the FCA & Google later this year to help weed-out scammers and unscrupulous lead generation companies. For more information on Lead Tech you can visit their website here: https://www.lead-tech.co.uk We cover: What is a lead generation company? What does a good lead generation company look like? How you can avoid scammers. Is it worth paying for a lead generation company vs employing an internal marketing team? What financial planners can expect when working with Lead Tech. How much does a lead generation company cost?  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!  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.

This week Sam is joined by Sean O’Brien, Financial Planner at WH Ireland. Sean has set up a group called The Foundation to help support young financial planners who are struggling to connect with like-minded professionals in the local area of Dorset & Hampshire on the South Coast of England. Today Sean tells us why he set up The Foundation, we discuss mental health as well as the power of community and how it can support successful and happy careers. The average age of a financial planner is 55 so it can be an isolating place for the younger generation. If you’re interested in more information about The Foundation then you can contact Sean on LinkedIn: https://www.linkedin.com/in/sean-o-brien-dippfs-83272442/ We cover: Sean’s professional journey Why The Foundation exists and who it’s for The power of community support Imposter syndrome & mental health The challenges young people face in the financial profession The importance of people & sales 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! 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.

This week Elena is joined by Ross Mackie, Chartered Financial Planner at Woodgate Financial Planning (part of the Chesterton House Group). We cover Ross’s professional journey plus we focus on career progression and how employers could/should support this. Ross highlights the great work that Chesterton House are doing to invest in their staff and explains how this can be even more important than customer care. A loyal, happy workforce will always go above and beyond for their clients. We cover: How Ross became the financial planner that he is today How he transitioned to financial advice from Paraplanning Virtual vs client facing How do Chesterton House help with employee career development? What financial planners should learn before facing clients The importance of treating staff and clients well  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! 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.

This week Sam is joined by Graham Taylor, Mortgage adviser and owner of Hudson Rose Ltd. Sam stumbled across Hudson Rose via an Instagram advert and was instantly compelled to learn more due to their stand-out branding. Graham explains to us all that professionalism and looks aren’t necessarily related. Having a Mohican haircut and tattoos helps him to form deep relationships with his clients and stand out in a sea of suits and ties. Join us for a very fun and thought-provoking chat. We cover: Graham’s professional journey Marketing and how to stand out How to make customers feel at ease Employed vs self-employed Advice for any budding mortgage advisers 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! 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.

This week Elena is joined by Clemence Chatelin, head of Sustainable Investing at Paradigm Norton, an award-winning financial planning firm based in Bristol, Torquay and London. Clemence shares with us exactly what sustainable investing is and how we can all get involved to help make the world a better place. Clemence also shares with us a great example of what a sustainable company looks like, the huge benefits of graduate schemes as well as the realities of being a female in the financial profession. Did you know that only 17% of financial advisers are female?! We cover: What is sustainable investing? An example of a sustainable company. The importance of graduate schemes and mentorships. What it’s like being a female in the financial profession. Encouraging more females to become financial advisers. How a low turnover of staff can be achieved  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! 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.