Financial Planner Life Podcast

Lots of people ask me 'What's the best route to becoming a financial planner? should I start as an IFA administrator and work my way up to paraplanner and then step into the role of a financial planner,  or should I jump straight into a trainee financial planner role? This week's guest on the financial planner life podcast is the recently level 4 qualified Hanna Hunt from Radcliffe & Newlands believes that starting as an IFA administrator is the best route to becoming a financial planner.I Loved talking to Hanna about her journey from IFA administrator into Paraplanning and moving towards her next goal of a financial planner.Hanna clearly loves what she does, she’s a fantastic role model for young women who are considering a career in financial planning. She had a respect for every job role in financial planning, and deep gratitude for those that have helped her on her journey to becoming a financial planner.We cover:Why when you have a goal of becoming a financial planner you shouldn’t dismiss starting as an IFA administrator. The differences between IFA admin and paraplanner, and what to expect in each job role. The importance of a good mentor, and why on the job experience whilst studying for your level 4 is the way forward. Smashing the stereotype that working in financial planning is boring, instead, it’s a problem solver's dream job! Not everyone passes their exams in 7 months, and that’s OK! We talk about what the Cii route is like and why taking your time isn’t a negative! An outline of the route from IFA admin to trainee financial planner.I hope you enjoy the podcast, please leave a 5-star review and feedback if you did! :-) 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  = Click here - Why we need more female financial Planners = Click Here -Financial planning Salary Guide = Click here - guide to maximizing your career as a financial planner = Click Here - if you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to samBegin 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.

 Is there an art to delivering training within financial planning? Natalie Bell from the Art of finance definitely  believes so.This weeks guest on the financial planner life podcast is Natalie Bell  director of culture and engagement at the verve group and managing director of  ‘The Art of Finance’ The Art Of Finance delivers a blend of practical and technical training to aspiring compliance, administrators and paraplanners . We cover •  #wearechange their charity that aims to attract more people to the financial planning profession.•  The need for practical and technical training within financial planning.•  Why financial planning firms are outsourcing their training to ‘The Art of Finance’•  From zero experience to paraplanner in 2 years. To find out more reach out directly to Natalie Bell on Linked in or reach out to sam oakes sam@financialplannerlife.comfor careers and job opportunities within financial planning check out www.Recruitukltd.co.Uk 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 Australia, I was an experienced Financial planner holding the equivalent of chartered status. However, when I moved to the UK that equated to 30 CII credits! I quickly realised I had to leave my ego at the door, retake my exams and adapt to the UK market.”And that’s exactly what Jason did, spending several years in a client relationship manager role, retraining and passing exams, and eventually securing a role with Irwin Mitchel as a personal injury financial planner.I’ve always enjoyed representing financial planners in the clinical negligence and personal injury space and Jason shares deeply about why this is the perfect role for him and how Andrew Nicholson of Recruit UK helped him find the perfect role.  - The role of a personal injury specialist, and why this financial planning niche is so rewarding.    - Similarities and differences between the UK and Australian financial planning profession. - Challenges faced when stepping into the UK Financial planning profession from abroad.  - Why he has decided to set up a YouTube channel and focus on social media marketing. if you are looking to progress your career within financial planning reach out directly to Sam Oakes or take a look at www.recruitukltd.co.uk for the latest job opportunities.  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’s guest on the Financial Planner Life podcast is Kris Amliwala from Designer Wealth Management. Kris fell into the profession; he graduated university with a pharmaceuticals and cosmetic science degree with no interest in moving into financial services. However, his family have owned a financial advice practice for over 30 years and, when an employee was unfortunately, ‘let go’, they asked Kris to help until they found a replacement. Fast forward 10 years and Kris is still there!(Some excellent recruitment from the folks!)Kris talks to me about:• His route to becoming chartered and why he highly rates the Kinder institute of life planning. • Why he became an education champion for the personal finance society.• How to position yourself as a younger financial planner.• Why getting stuck into your financial qualifications straight out of university is a great strategy. • Why Next Gen Financial Planners is a great financial planning community.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.

“I think the power of video and audio is that it allows you to connect with people, without actually realising that you are connecting” This week’s guest on the Financial Planner Life Podcast is Peter Komolafe from The Conversation of Money, a podcast and a YouTube channel dedicated to sharing the truth about investing and all things finance. One thing that really frustrates Peter is the rise of the ‘have a go financial expert’ on social media! You know the guys - the ones that aren’t qualified and always tend to wax lyrical about how much money they’re making trading forex whilst sipping cocktails on the beach. This isn’t Peter… Peter has a genuine passion for the financial wellbeing and education of his listeners, with a solid background of working within financial services. He also holds DipFA level 4. An honest, compassionate and incredibly hard-working guy, Peter shares how he has used the power of social media to get ahead and why he believes that financial coaching should be part of every financial planner's marketing strategy.  Peter also reveals some absolute gold around the realities of building a personal brand, coaching programs, and how to harness the power of YouTube and podcasts to build deeper relationships with your audience.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’s guest on The Financial Planner Life podcast is Sarah Tucker, AKA the Mortgage Mum! Sarah has a fantastic career story to tell that involves the likes of Olly Murs, will.i.am, Jennifer Hudson and Sir Tom Jones… Yes, she was a contestant on The Voice UK! And it was during this period of her life that she set up her own mortgage brokerage: ‘The Mortgage Mum’. What became quickly apparent is how genuine Sarah is. She’s not afraid to talk about the struggles of juggling a career, her passion for singing and raising her family.  A true pioneer for women in the mortgage advice world, she leads by example proving that you CAN fit work around your family commitments, by building a brokerage that offers both training and employment for Mums that want to become mortgage brokers.  The Mortgage Mum is more than a brokerage; it’s a movement. Whether you are an experienced or inexperienced broker, it's worth checking this out!  We also talk about:.  Personal wellbeing, alternative healing and manifesting positive outcomes. ·  Why more mums should consider becoming mortgage advisers.·   Personal branding and social media.·  What the ‘X factor’ and ‘The Voice’ taught her about running her own business.·   What the future holds for The Mortgage Mum. If you currently working in Financial Planning, Mortgage advice or wealth management and you would like to talk about your career options please contact me on 07854778712 or reach out me via email sam@financiaplannerlife.com or checkout www.recruitukltd.co.uk for the latest jobs!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 episode 20 of the Financial Planner Life Podcast your host Sam Oakes talks to Taylor Beavis of Universe Financial Advice. Taylor is quite unique. At the age of 25, he is running his own directly authorised IFA practice. After speaking to several IFA business owners, he quickly established that client relationships are everything and having ownership of these will ensure that his business grows in value over time. So for Taylor, self-employment was the only option.His chosen route into the profession was challenged numerous times, being told that he’s too young and perhaps he should cut his teeth as an administrator first. He is extremely pleased he didn’t take this advice and encourages anyone who feels they have the relevant skills to push on into a client facing role. We also discuss why there is a distinct lack of LGBTQ+ financial planners and why those in the community require a different approach to financial planning.  Other discussions include:Why charity is at the heart of his proposition, and he shares why having an altruistic purpose is so important when running your own business. How he achieved CAS Status in 4 months self-employed - it doesn’t need to be over-complicated. His strategy for generating new clients. (Great tips that anyone can implement.)How PR helped him raise his profile during lockdown. How his clients can keep physically and financially fit by using  ‘Richer Fit’ – great benefit!a great with lots of postivity and great shares. 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 this week’s episode of the Financial Planner Life Podcast, I talk to London-based Financial Planner Michael Donkor. Michael started his financial services career as a personal banker for a leading high street bank before having a successful career in the high-pressure world of stockbroking in London, working his way up to team manager, before deciding to become a Financial Planner. Like many Financial Planners, Michael is looking for ways to stand out from the crowd to attract the right clients and introducers, this has led him to invest more time into his personal brand. We discuss some of the successes and challenges that he has experienced so far.  We also cover • Why being your true authentic self will help propel your career forward• A personal account of being a black man in Financial services• How stockbroking helped build resilience and discipline preparing him for the role of a Financial Planner• What to expect within your first 2 years of Financial Planning• Why life coaching has helped him position himself as a wealth coach to his clients• What he learned from working offshore as a Financial Planneryou can listen to to the financial planner life podcast at www.financialplannerlife.comhttps://spoti.fi/33D49Suhttps://apple.co/34D04gjcheck out the latest job opportunities at www.recruitukltd.co.ukand connect with sam Oakes on Linkedinhttps://www.linkedin.com/in/financialadvicejobs/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’s guest on The Financial Planner Life podcast is Phillip Instone from PGI Financial Limited. Phillip's early career started in Bancassurance, and nearly ended there. He wasn’t a fan of the high sales targets and lack of client care; we talk about the impact this had on his mental health and how leaving the bank and setting up his own directly authorised IFA practice was the best decision he ever made. Phillip also shares his experience of buying retiring IFA client books and why acquisitions are a big part of his growth plan. We cover: The difference between buying a retiring IFAs client book and acquiring a firm.Why due diligence is important when acquiring clients. (He shares what to look out for!)The costs involved in acquiring, and how to get started. The benefits of growing through acquisition.The process of buying, and how to best position yourself as a buyer to build trust and get the deal done. His career journey, running a DA firm, and why he is happy being the only Financial Planner in the company.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’s guest on The Financial Planner Life podcast is Jessamy Walker, a Chartered Financial Planner and MD of Brown Dog Financial Planning.  Jessamy shares her career journey from counting sea urchins as a marine biologist in Kenya, to working as a Stockbroker in the city and eventually running her own financial planning practice.  Jessamy has vast experience of working within financial planning in varying roles, starting out as what she describes as a “posh paraplanner” and eventually taking the leap into financial advice in the pre RDR world. What I like about Jessamy is that she wasn’t afraid to take risks in her career. She is always looking to try something new and expand her knowledge and experience.   We cover:  Why being an appointed representative is the right choice for Jessamy. The negatives of being self-employed under someone else’s brand. The benefits of Financial Planners investing in SEO to help attract new clients. How reaching out to other financial planners will help you grow quicker. Paraplanning and administration support: is this the best route to financial planning?The benefits of being part of a network, and outsourcing ASAP!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.