Financial Planner Life Podcast

In episode 6 of the financial planner life podcast, I talk to Simon Parfitt about his financial planning career, starting at the age of 23 in Amsterdam to becoming a founding partner and money coach in one of the few fee-based financial planning firms in Hong Kong.  Simon is a big advocate of life centred financial planning, in fact, Pyrmont is the only firm in Hong Kong offering this approach to financial advice, and it's hugely refreshing to see an offshore firm adopt this model.    In this episode we cover ·        Life centred Financial Planning, the benefits of being the only company in Hong Kong offering this service.  ·        Why Hong Kong is a big contender when looking for an offshore financial planning role. ·        Why there is a niche of clients with $1,000,000 investable assets looking for advice in Hong Kong·        HENRY – High earning not rich yet, why this is part of his strategy·        What you can realistically earn in year 1 and why you should choose self-employed over-employed when working offshore. ·        Why Hong Kong and Pyrmont are perfect for an experienced financial planner from the UK or Australia. if you are interested in finding out more about working in Hong Kong reach out to me on sam@financialplannerlife.com or call 07854778712 you can also connect with me on Linkedin or check out the website 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.

My guest on Episode 5 of the financial planner life podcast this week is Makala Green. the principal of Green wealth Planning. Makala Green dropped out of college at the age of 16 and started working for a building society as a cashier, she quickly rose through the ranks to become a Financial Planner at the age of 21!Makala’s passion for studying and self-improvement helped her become the first black female Chartered Financial Planner in the UK and most recently a board-level member for the association of black financial professionals, the primary voice of black financial professionals in England and Wales. On this episode of the podcast we discuss:• Her career journey from a cashier in a building society to running her own business• How networking is vital to building a business in year 1• The power of LinkedIn to build introducer relationships. • How she combines her passion for entertainment with financial planning, ensuring her presentations are remembered!  • Her first year as a business owner and building a client bank from scratch. • The benefits of outsourcing parts of her process so she can focus on what she loves, financial planning, and her family.  • Why she loves working with sports personalities and entertainers and why they need a trustworthy financial planner in their corner. If you would like to be a guest on the financial planner life podcast reach out via sam@financialplannerlife.com please let me know what you thought of this episode in the comments sections and if you would like to discuss your career within financial planning reach out to sam Oakes or visit recruit UK for jobs within the financial planning industry.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 4 of the financial planner life podcast, I interview James Prince from Arlo Wealth Management. James is a multiple business owner, certified international financial adviser, and a qualified lawyer based in Abu Dhabi.On this episode we talk about: ·        Why he moved from criminal law to financial planning.·        the realities of working offshore, are the roads really paved with gold?·        How he went from a £25,000 salary in the UK to $1,000.000+ a year in Abu Dhabi·        What to expect in your first year, its no free dinner!·        What it takes to be a success as an international financial planner.·        Client ownership, commission, and recurring income.It was a great conversation with James, he doesn’t hide away from tough questions and is honest around his personal experience and the realities of working offshore.  Well worth a listen if you have ever thought about working abroad as a financial planner. if you would like to watch the podcast head over to youtube and if you are looking for a new role within financial planning check out the Recruit UK website.   thanks for listeningBegin 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 was delighted to be joined by Jade Rose from Reddings Wealth Management on The Financial Planner Life podcast this week. We discussed a range of topics including her journey into financial planning, as she originally had built a career in fashion design and buying, which admittedly is not the typical route someone enters financial planning from!In this episode, we cover topics such as health and wellness, financial literacy as well as women in finance. I hope you enjoy it! Please make sure to subscribe to The Financial Planner Life podcast and give us a rating once you’ve listened.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 I’m joined by Emmanuel Asuquo from The Eman Effect. After initially starting his career in Barclays as a cashier, Emmanual has developed himself to become an independent adviser, TV personality, coach and motivational speaker for financial literacy and black people in finance.In this episode, we cover topics such as self-employment, branding, and the lack of ethnic diversity within financial planning. Please make sure to subscribe to The Financial Planner Life podcast and give us a rating once you’ve listened.You can connect with Emmanuel here: check out our website for other episodes and blogs For jobs within financial planning check out our Sponsor Recruit UKBegin 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 I’m joined by Cleona Lira from Conscious Money an appointed representative of 2plan Wealth Management. After initially starting her career as a car saleswoman in Mumbai, Cleona shares her journey from migrating to the UK, to building her career as a self-employed Chartered Financial Planner.In this episode, we cover topics such as self-employment, social media, branding and women in financial planning.Please make sure to subscribe to The Financial Planner Life podcast and give us a rating once you’ve listened.You can connect with Cleona hereWhy not follow the podcast on Linkedin, where we share extra content such as videos, hints, and tips about how to improve your career as a financial planner. we are also on Instagram,  and you can WATCH the podcast on youtube!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.