What does it take to transition from an administrative role to a technical expert in financial planning? Join us as we talk with Paula Guedes, a dynamic practice lead at Foster Denovo. Paulas journey from Brazil to the UK, pursuing a master's in finance and economics, and working her way up from an entry-level position to a chartered paraplanner, is nothing short of inspiring. She shares how her analytical strengths and passion for financial planning have shaped her career, offering valuable insights for women aspiring to make their mark in this predominantly male-dominated profession.

Communication is the cornerstone of any successful financial planning team. In this episode, Paola elaborates on the crucial relationship between financial advisers and paraplanners, emphasising the benefits of fostering a team atmosphere. She reveals how paraplanners can enhance client confidence by simplifying complex financial information, and discusses the unique perspective non-native English speakers can bring to the table. Celebrating the achievements of women in finance, Paola advocates for greater diversity and inclusion, making a compelling case for why the profession needs more female leaders.

Paulas story of ambition and growth is both motivating and instructive. After significant personal milestones, such as the birth of her daughter, she returned to work with renewed vigor, tackling challenging qualifications and securing a promotion to chartered paraplanner. She highlights the importance of continuous learning, viewing failure as a stepping stone rather than a setback. By sharing her experiences at Foster Denovo, including the firm's impressive gender diversity and people-centric approach, Paula underscores the significance of personal growth and development within the company. Her journey serves as a testament to the power of ambition, resilience, and the pursuit of excellence in one's career.  if you are interested in joining Foster Denovo  - Click here 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Unlock the secrets to thriving in a tax-free entrepreneurial paradise as we sit down with Ellie Gracie, a driven 22-year-old financial planner from Hoxton Wealth who traded the historic streets of Edinburgh for the bustling avenues of Dubai. Ellie recounts her adventure of diving headfirst into Dubai’s high-energy, opportunity-laden environment, gaining invaluable experience in paraplanning and client relationship management under the mentorship of Hoxton Wealth's CEO, Chris Ball. Discover how the fast-paced lifestyle of Dubai contrasts with the more serene pace of Edinburgh and why this dynamic shift has been pivotal for Ellie's career.

Ellie shares her strategic journey of breaking into financial planning, detailing her proactive steps from university to securing roles that honed her soft skills and practical know-how. We explore the challenges and rewards of managing multi-jurisdictional portfolios and the vital importance of building impeccable client relationships. Through a blend of administrative, analytical, and client-facing roles, Ellie is meticulously crafting a path towards obtaining professional qualifications in both the UK and the US, setting a solid foundation for a thriving career in financial planning.

Lastly, tune in for an inspiring discussion on the role of women in finance, especially those navigating international waters. Ellie opens up about the support and mentorship she’s received at Hoxton, the importance of confident, strategic networking, and her lofty ambitions for content creation and connections. With stories of potential collaborations with influential figures like Jo Malone, this episode brims with ambition, inspiration, and actionable insights for anyone looking to carve out a successful career in financial planning, particularly in the vibrant city of Dubai.

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Unlock the secrets of emotional intelligence in financial planning with James Woodfall, our special guest and ex-financial planner turned EQ expert. Discover how emotional intelligence stacks up against traditional IQ in shaping successful careers in financial planning. Learn why EQ is a game-changer in recruitment, training, and its profound impact on the bottom line.

James explains why emotional intelligence is crucial for navigating high-stakes financial conversations. We delve into the science behind neuroplasticity and how mindfulness techniques can catalyse personal and professional growth. Witness the transformational power of empathy and self-awareness in enhancing job performance and client relationships.

Furthermore, we explore the future of financial planning where AI and emotional insights converge. Imagine AI-driven CRM systems revolutionising client management through tailored, anticipatory service. James provides a glimpse into building in-house EI experts and the exciting possibilities of AI-enhanced emotional intelligence assessments. This episode is a treasure trove of insights for anyone keen to elevate their emotional intelligence and thrive in the dynamic world of financial planning.

here's a couple of recommendations from James:

Vanguard paper mentions behavioral coaching, and that advisers need to recognise clients' emotions:

Emotions Revealed by Paul Ekman is a great read for those interested in emotions and behavior.

The Coaching Habit by Michael Bungay Stanier is recommended for asking better questions. We spoke about why giving advice or asking questions are not optimal first responses, this book contains some good content about why. It's primarily for leaders, but with a few tweaks the questions are great to use with clients. 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Sam is joined by two guests, Paul Bradley, Founder of Chiltern Hills Financial Planning, is back on the show and he’s brought along Carl Richards. Carl is a Certified Financial Planner and creator of the Sketch Guy column, appearing weekly in The New York Times for 10 years. In addition to writing, sketching, and podcasting, he is a frequent keynote speaker at financial planning conferences and visual learning events around the world. Today Carl shares his fascinating thoughts on the true purpose of a financial planner, how we can help our clients to set goals by asking the right questions and how remaining curious can form deep and powerful connections. We also dive deep into positive psychology, avoiding pain, seeking pleasure and how to use imposter syndrome to your advantage. 

We cover: 

• The true purpose of a financial planner 
• Are we too money focused? 
• Teaching people how to set goals instead of asking them 
• How imposter syndrome can be your friend 
• Being curious and forming deep connections 
• Positive psychology 

 

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.     

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

*World Mental Health Awareness Day Special *

This Week I'm joined by Gavin Thorpe one of the Co-Founders of Talk Club the men's mental fitness charity.   we take look into the excellent work they are doing.

Talk Club is our charity of choice at the financial planner life academies, 5% of the turnover of donated to Talk Club. 

How are you? Out of ten? And when was the last time someone asked you that? It’s often difficult to gauge the way you feel when the career you work in moves at 110 miles per hour.

Opening up with others about our concerns, fears, and challenges can be a powerful thing, a tool that we (especially men) don’t use enough, but men do struggle to open up with each other, and this is often true within the heavily male-dominated financial planning profession.

Which got me thinking, what if there was a safe and secure place for men within the profession to connect and support each other?

Enter: Talk Club Financial Planner Life.

Join Talk Club Here

So, what Is Talk Club?

Talk Club is a behavior-changing movement aimed at getting men to talk more openly about their thoughts, feelings, worries, and day-to-day gripes (and all the positive things too!). it’s a secure mental health fitness community helping keep men mentally fit by giving them a friendly and private space to share and support others.

It’s a simple medicine that starts with asking – How are you? Out of 10?

Each session is structured as follows:

1. The Check-in – How are you? Out of ten?
2. Positives in our life (Gratitude)
3. Mental fitness plans – What are we going to practice and implement this week?
4. The Check-out – Leave feeling a release, has your number changed

Get Involved

This is not only a great opportunity for individuals to get involved, but for companies to think about their mental wellness in the workplace policy. A fantastic tool you can use to signpost to your male employees.
We are on a mission to create face-to-face and online Financial Planner Life Talk Clubs all over the UK, specifically for financial planning professionals experiencing similar challenges in their lives. If you’d like to become a group captain, join as an individual, or simply hear more about some options. Get in touch today. Let’s open the conversation and get people talking.

We welcome all who feel they can benefit from this community and all we ask is for a nominal donation of as little as £1 a week to help these services to help you and people like you, everywhere.

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Sam is joined by Rory Albon, financial planner at Lyndhurst Financial Management Ltd. Rory is a second career-ist and today he shares his story of how he got into the financial planning profession. He left a decent career at Amazon and took a pay cut because he saw the long-term benefits that a career in financial planning could offer him and his family. He goes into depth about taking his exams and tells us exactly when and how he secured his first employed role in the profession. Rory also tells us about the career progression path from Paraplanner to Adviser that was laid out in front of him by his employers and how he took matters into his own hands to speed up the process. Rory was initially concerned that a role in financial planning would just be a target driven sales role but he is pleased to say that the reality is different to his expectations. Today Rory offers loads of value to all aspiring financial planners so make sure to tune in. 

We cover: 

• Rory’s career journey 
• How Rory changed careers and made the switch into financial planning 
• Using your network from your previous career 
• Employed vs self-employed 
• Expectations vs the reality of working in financial planning 

 

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.    

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Elena is joined by Joseph Obeng, financial planner at Q Wealth. Joseph shares his unique and inspirational story of how he got into the financial planning profession. Although he felt like he didn’t belong, he put himself out there, started conversations with strangers (literally, one was on a train!) and this strategy opened doors for him. He also shares with us his difficult upbringing and explains how this motivates him to be the best version of himself today. His upbringing also motivates him to serve his clients, he doesn’t want them to ever struggle financially like he did. Joseph also talks about his book, Flow State of Money. He wrote this book to offer the financial guidance which he wished he had received when he was younger. Joseph is a truly inspirational guy and this is a great episode for anyone who might think that they don’t fit the ‘financial adviser’ mould.  

We cover: 

• Joseph’s career story 
• His motivation to be successful 
• Embracing yourself instead of comparing yourself to others 
• His book. Flow State of Money 
• Advice to anyone who is worried about not fitting into the financial profession 
• Self-development and mindset 

You can find his book 'Flow State of Money' here

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.    

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Welcome to the Financial Planner Life Academies where we take a deep dive into the entry-level opportunities and advice academies that are out there to make it easier for you to enter the profession of financial planning.

Today in episode 2  of The Financial Planner Life - Academies Sam Oakes is joined by Gee Foottit from the St James's Place Financial Adviser Academy and we cover topics such as the demand for more financial advisers, the history and success of the academy, the structure of it as well as the qualifications that St James's Place can offer you.   

to find out more about the academy and to apply in one easy click follow this link and remember every successful application that comes through FPL Academies a donation is made to Talk Club, the Mens Mental Fitness charity.  

We also talk about why financial planning is a great option for a second career, the benefits of running your own practice under St James’s Place, what you can expect from the company culture, and how they are using virtual reality to help train you. 

This podcast has all the information that you need if you’re looking to become a Financial Adviser. 

We cover: 

• What is a financial adviser and why do we need more 
• The interview and selection process of the St James Place Academy 
• Diversity and inclusion 
• A deep dive into the 4 terms that you go through in the academy 
• Why financial planning is a great second career 
• How much you can earn as a financial adviser
• Employed or self-employed options, as well as financial support during your training.  

 

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.     

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Charlie is joined by Tom Jaffrey from Blackfinch Group, investment specialists working towards a more sustainable world. Founded on evolutionary principles, Blackfinch work to provide the strongest possible solutions for their customers offering products and services for investors in almost any situation. Today Tom talks about how Blackfinch help their clients to see the positive impact that their investments are having on the world, why it makes financial sense in the long-term to do our part, why we shouldn’t completely exclude polluting industries such as oil & gas, plus he shares with us his own struggles and barriers in this sector.  

We cover: 

• Tom’s career journey and his alternative qualification/experience route into the profession 
• Why the business name ‘Blackfinch’? 
• Is there a generational split between people who want to invest in sustainable projects? 
• How financial advisers are reacting to their clients wanting to support green initiatives 
• Advice for people who want to learn more about sustainable investing 
• Dealing with overwhelmed and mental health issues  

 

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.   

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Sam is joined by Kris Mason, financial adviser for Bentley Brown & Co Ltd. Kris actually prefers to refer to himself and as financial wellbeing planner so we dig a little deeper into this today talking about why Kris thinks that financial planning and our overall wellbeing are so intertwined. Kris also shares with us his career journey into the financial planning profession, how he heard about the role and why he wished that he’d heard about it sooner. He had previously assumed that it would be too expensive for him to gain his qualifications so he was pleased to be proved wrong here! We also have a deep discussion about men’s mental health. Kris very honestly shares a point in his career where he was really struggling with his mental health and tells us what he did to overcome it. Thankfully he’s now on the other side. We also touch upon Kris’s passion for gaming and perhaps how he could position himself as a financial planner for the huge gaming community. This is a great lesson that if we share our interests with the world then we’ll attract our ideal clients and become a key person of influence within a specific niche. 

We cover: 

• Kris’s career journey 
• Realistic salaries as a financial planner and how Kris negotiated his own salary 
• Kris’s struggles with mental health 
• Regular questions from clients 
• Understanding tax 
• Embracing your own personality in your brand 

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.  

 
 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Elena is joined by Bryce Clark, client services administrator at Wellington Wealth. Today we talk about the importance of the administrator role to a business and your personal development. In Bryce’s opinion this is a great way into the profession if you want to become a financial planner. We also talk about Bryce’s Instagram account ‘Clark’s Financial Sparks’ and how it’s giving much needed financial guidance to young people who otherwise wouldn’t be receiving it from wealth managements firms. It’s this young age when bad spending habits need to be addressed before they get out of control. We also go into the psychological side of our relationship with money and Bryce admits where he was previously going wrong. We also cover why we should be encouraging young people into the profession and how this will benefit the diverse clientele in need of financial advice. 

You can follow Bryce on Instagram here: https://instagram.com/clarksfinancialsparks?igshid=YmMyMTA2M2Y= 

We cover: 

• Starting from scratch and getting into the financial planning profession 
• The importance of an administration role 
• The perception of working in financial services vs reality 
• Clark's Financial Sparks Instagram account 
• The psychological side of our relationship with money 
• Encouraging more people into the financial profession 

 

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.  

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

The first episode in our brand new 'Financial Planner Life Acadamies' series, where we bring the best entry-level and academy opportunities to you, so if you are considering a move into the profession check out the financial planner life academies website, here you will find a detailed breakdown of the academy, including videos, blogs and a deep dive into the values, culture, process, earning potentials, testimonials to help you make an informed choice when starting your financial planning career journey.  click here to find out more

This week Sam is joined by Tom Hegarty, Partnership Director and M&G Wealth. Tom is joining us today to discuss the M&G Wealth Financial Adviser Academy who are working in partnership with Recruit UK and The Financial Planner Life Podcast.  

This is a fantastic interview packed full of useful information for anyone who would like to become a financial adviser. Tom explains why there is a need for a financial adviser academy, how M&G can support you during and after the process, who ideal candidates are plus he’s very honest about realistic earnings in the first three years of your new career. If you’ve ever thought about being a financial adviser then this is the episode that you need to listen to above any other! 

For more information on the M&G Wealth Financial Adviser Academy, or to apply  please  click here

We cover: 

• Who are M&G Wealth? 
• Why there is a need for a financial planning academy 
• The key components to being a successful financial planner 
• Support during and after the academy 
• What a new financial planner can expect to earn 
• What exactly is competent adviser status? 

 

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.  

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Sam is joined by Chartered Financial Planner Danielle Lecomber who is self-employed under Hall and Costello Wealth Management Ltd. Danielle didn’t start out as a financial planner, her career began as a Paraplanner so we dig deep into that role, what she took from it and why she decided to move into financial planning. She is a keen advocate to promote this profession to more women and in fact was nominated for an award at the Women’s Financial Advice Awards in 2021. Danielle didn’t set out to become a financial planner, she actually went to university to study law but made the transition into financial services when she worked out that Law wasn’t the right career path for her. Danielle’s story is proof that it’s possible to make a career pivot and she has never looked back! Today she shares with us how much she enjoys building meaningful relationships with her clients whilst helping them achieve their financial goals. Danielle has a social media account called Thought Provoking Finance which you can check that out here: https://www.facebook.com/DanielleLecomberDipPFS 

We cover: 

• Danielle’s profession journey and career pivot 
• The pressure for young people to pick a career path 
• Advice for young people wanting a career change 
• Personal development & mentorship 
• The biggest learning experience as a financial planner 
• The benefit of being Chartered 

  

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.  

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Ever wondered how selling luxury cars could lead to managing 63 million in assets? Join us for an enlightening conversation with Nathan Ind, a partner at St James's Place, as he shares his remarkable career journey from the motor trade to financial planning via the St James's Place Academy.  

Nathan's story isn't just about changing careers—it's about leveraging diverse experiences and mastering the art of building client relationships. Discover how his early days washing cars and climbing the ranks of the motor trade laid the foundation for a successful transition to financial planning.

Learn how Nathan honed his soft skills and practical knowledge at the St James's Place Academy, transforming his sales and relationship-building expertise into a thriving financial services practice. We dive into the pivotal role of emotional intelligence and the academy’s innovative training techniques, which include role-playing and adapting communication styles. Nathan’s insights on understanding client personalities and asking the right questions are invaluable for anyone looking to excel in client-facing professions.

Uncover Nathan’s strategic approach to building a client base, starting with mortgages and expanding into comprehensive financial planning. Hear his thoughts on the power of traditional client-building methods over social media, the benefits of the Business Succession Planning (BSP) model, and the significance of maintaining genuine relationships. 

Nathan's story underscores the timeless principles of hard work, consistency, and exceptional customer service in creating a successful financial planning career. Whether you're considering a career change or looking to enhance your client relationship skills, this episode offers a wealth of actionable insights.

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Charlie is joined by Charlotte O’Leary, CEO at Pensions For Purpose (B Corp pending). We chat about Charlotte’s career journey which has taken her through several different sectors, and we focus on where the financial planning profession needs to catch up in terms of sustainability. Charlotte also shares some interesting insights into our relationship with money and explains how we’re all hardwired to seek short-term rewards. This doesn’t bode well for pensions so Charlotte emphasises the importance of pensions, planning for your retirement and how the lack of financial education in school is doing us all a disservice. A fantastic chat full of gold nuggets of information! 

We cover: 

• Charlotte’s career journey 
• Who are Pensions For Purpose? 
• Sustainability in business, life and pensions 
• Financial education in school 
• Advice for anyone wanting to get into sustainable financial planning 
• Diversity and inclusion 

  

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.  

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Sam is joined by Sara Davies, a financial planner working on a self-employed basis for DWJ Wealth Management. At the forefront of DWJ is a female and it’s very rare to have women in leadership roles within the financial planning profession so we talk about the benefits of this role model for Sara and the huge demand for more female financial planners. This is a second career for Sara so we dig deep into why she chose to leave a steady career for financial planning and how she has found the journey so far. Sara is also very open and honest about a bad experience in school which led her to believe that a career like this would be an impossible dream. A fantastic episode for anyone wanting to change careers as well as any women who may be concerned about entering into a male dominated industry. 

We cover: 

• Sara’s career journey 
• Overcoming setbacks to achieve your dream job 
• The demand for more female financial advisers 
• Tackling limiting beliefs, impostor syndrome and having an abundance mindset 
• Who can afford a financial planner? 
• Financial education in schools 

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.  

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Charlie is joined by Rebecca Kowalski, sustainable finance specialist and director of Overstory Finance. Today Rebecca shares her financial planning career, from Paraplanner to business owner. She explains how she helps forward thinking financial planning firms to fully enter their sustainable investment comfort zone. Maybe they simply lack in-house resource and expertise in the sustainable investment space or perhaps they are worried about recommending inappropriate investment solutions to their clients. Rebecca tells why this area of financial planning is her main focus, the barriers that she’s faced when talking about sustainability, the real life impacts the climate crisis is having and she gives some great advice for those looking to get into sustainable finance. 

We cover: 

• Rebecca’s career journey 
• What service does Overstory Finance provide? 
• What is sustainable investing? 
• How the conversation around financial planning has changed 
• Advice for someone wanting to get into the sustainable side of the financial profession 

 

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.  

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Sam is joined by Keith Boyes, Managing Director at Spentwell. Keith has an extensive career in the financial profession, starting from Paraplanning and working his way up to a financial planner and now he’s running his own business. At one point his career took him over to Hong Kong working on expat financial advice and it was during this time in Hong Kong that he really learnt a lot about himself and what kind of financial planner he wanted to be. Keith shares some really interesting insights on what working and living in the far East looked like. Now back home and running his own business, Keith talks about some of the ups and downs of being the boss and how he manages to balance work and family life. Today we also talk about Keith’s jargon busting approach to financial education and how he uses blogs and vlogs to get his message out there. A conversation jam-packed full of value, enjoy! 

We cover: 

• Keith’s career journey 
• Staying organised 
• Mental health & work/life balance 
• Living and working in Hong Kong 
• Keith’s jargon busting approach to Financial Planning 
• Having non-negotiables in your life

 

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.  

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Sam is joined by Nick Adamthwaite, Director of Masterplan Lending Advisers. This is an interesting conversation because Nick is under 30 years old and running his own business. With his youth comes ideas on how to do things differently within the profession and today he tells us what that means for his staff and clients. Nick thinks that age doesn’t matter as long as you can build trust, great advice for any young financial planners out there. We also discuss Nick’s career progression and how in the beginning, he was thinking about giving up the profession during a very painful time in his life. Nick is very open and honest about this difficult time and shares with us how he bounced back and quickly learnt what it takes to be a great financial advisor, thanks in part, to support from some great mentors along the way. 

We cover: 

• Nick’s career progression and why he almost quit the profession for good. 
• Advice for young financial planners 
• Overcoming hardships 
• How to beat impostor syndrome 
• The importance of customer exposure as soon as possible 

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.  

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Sam is joined by Paul Bradley, Founder of Chiltern Hills Financial Planning. The focus of the conversation today is an interesting one, does money make you happy? According to Paul it’s not enough to be rich, it’s having a purpose that gets us all out of bed in the morning. Paul also dives into positive psychology and the way that we should be setting goals. Once a goal is achieved, then what? We also talk about how the role of a financial planner has evolved into more of a lifestyle coach type role. Wealth and health are so intertwined, therefore by providing sound financial advice and coming up with a long-term plan, financial planners can reduce stress and anxiety in their clients. We also touch on philanthropy and how supporting causes close to your heart can play a part in your overall happiness and health.  

We cover: 

• Paul’s career journey 
• Positive psychology 
• Does money buy you happiness? 
• What is cashflow planning? 
• Advice for finding clients in your first year as self-employed 

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.  

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Elena is joined by Claire Barker, Marketing and Communications Director for Brooks Mcdonald. Claire is here to talk about Brooks Mcdonald’s exciting project called Female Folio, a network to support high net worth and affluent women on their investment journey. Women have more financial power than ever before, with more than 60% of the UK’s wealth expected to be in their hands by 2025. Female Folio talk about savings and investing in a different way, an inspiring way, a way that empowers women to write their own investment story. In this episode we also talk about the importance of having someone in a communications role within your firm, the difference between investing patterns of men and women, inter-generational wealth, intra-generational wealth and how we can break down the knowledge barrier for women around financial planning. 

For more information on Female Folio you can visit their website here: https://www.femalefolio.com/ 

We cover: 

• Claire’s career journey 
• Moving from a different industry into the financial profession 
• What a communications and marketing role entails 
• What is Female Folio? 
• What are the barriers for women seeking financial advice? 
• Ways in which men and women invest differently 

 

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.  

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Sam is joined by Natasha Percy Baxter from Percy Baxter Wealth Management. 18 months ago, Natasha reached out to the Financial Planner Life Podcast asking how she could get into the financial planning profession. Now she’s running her own Partner Practice for St. James’s Place, what a fantastic story! This self-employed route into the profession has worked really well for her and today Natasha will share this journey with us as well as some great advice to anyone thinking about joining the profession. As you’ll hear, Natasha is a natural communicator and she goes to prove what’s possible when we put ourselves out there and network. She is an inspiration and a fantastic role model. Enjoy! 

We cover: 

• Why Natasha is suited to Financial Planning 
• Networking and building a referral team 
• St. James's Place Wealth Management Academy process 
• Marketing and building your own brand. 
• Dealing with overwhelm and burnout 
• Wellbeing and financial education 

 

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.  

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Sam is joined by Michelle Hoskin from Standards International Ltd, AKA Little Miss Woww! Michelle is dedicated to raising the international standards of the financial planning profession. She’s already responsible for the Paraplanner Standard certification, pioneering best practice among personal financial planners in the UK and overseas. Today the conversation is focusing on Michelle’s new certification, the Financial Abuse Specialist Certificate and the important role that you can play in identifying clients who are victims of financial abuse. We also talk about wellbeing within the workplace and the upcoming Standard Certification which is being created to improve the culture within financial planning firms. Of course, a happy and fulfilled workforce can provide the best service to their clients. What an inspiration Michelle is, she’s raising the standards of the financial profession, making it a better place for all involved. 

We cover: 

• What is financial abuse 
• How the Financial Abuse Specialist Certificate will help you and your clients 
• Wellbeing within the workplace 
• The differences between the financial profession in the UK and other countries 
• Michelle’s career journey. How she got into the profession 

 

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.  

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Elena is joined by Laura Dean, Operations and Marketing Director of Balance Wealth Planning. Laura shares her career journey with us and gives us some great advice on how you can navigate different career paths within the financial profession. In particular she focuses on marketing and operational roles. Laura gives us an insight into what these roles entail, who would be a good fit for them and why these roles are important for all firms. She also stresses the importance of staff wellness and tells us how Balance Wealth Planning go about retaining a happy & loyal team. 

We cover: 

• How Laura has navigated her way through different roles within the profession 
• Advice for anyone thinking about an operational role 
• Why a firm would need an operations director and when they should be employed. 
• Transferable skills within the financial profession 
• Staff wellness and retention 

 

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.  

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Curious about the international Financial planning space? 

Join us for an exclusive conversation with Chris Ball, CEO of Hoxton Capital Management, as he shares the impressive journey of evolving from a business set up at his kitchen table, to a client-centric financial planning powerhouse with over 250 staff in 6 countries, including the UK. 

Sam Oakes was so impressed with Chris, and  Hoxton Capital Management, that he decided to join the company as Head of Creative! 

in this episode, Chris reveals the company's strategic growth, including navigating the challenges of 2022 and 2023, and the pivotal role of a cohesive team in achieving sustainable expansion. Gain insights into the promotion of key talent and the exciting momentum building up for 2024.

Listen as we explore the complexities of international regulatory compliance and the meticulous efforts made by Hoxton Capital to adhere to diverse regulations across multiple jurisdictions. 

From the UK to Australia and beyond, Chris discusses the importance of specialized compliance teams and the rigorous processes they implement to ensure business integrity. ]

We also delve into Hoxton’s strategic acquisitions of Independent Financial Advisors (IFAs) in the UK, emphasising the satisfaction of maintaining long-standing client relationships and establishing a credible local presence complemented by global expertise.

Discover how Hoxton Wealth is revolutionizing the financial planning experience with homegrown innovative tools like the Matrix CRM system and the Hoxton Wealth app. These platforms offer real-time financial insights, enabling clients to manage their wealth proactively. 

Chris elaborates on how the firm’s commitment to efficiency and transparency shapes the client experience. Finally, we discuss future opportunities, the significance of leaning into one’s strengths and passions, and the collaborative spirit driving the profession forward. 

Don't miss this in-depth look at building a successful and professional future in international financial advice.

be sure to reach out to Sam Oakes if you are interested in joining Hoxton.  

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Elena is joined by Dan Martin, Director and Chartered Independent Financial Planner at MDM Wealth LTD. Dan talks us through his impressive (and quick!) career journey from a semi-professional rugby player, pulling pints in a pub, to company director. Dan is certainly in the younger demographic of financial professionals but he tells us how this hasn’t held him back, in fact, he tells us why it’s an advantage to be a young financial planner in this digital age. Dan set up an Instagram account ‘DanTalksMoney’ to help educate and connect with younger generations. Social media is not just good for business, it’s also an effective tool to get young people interested in joining the financial profession, addressing the issue of an ageing workforce.  

We cover: 

• Dan’s career journey 
• Work / Life balance 
• Using technology and social media to improve a business 
• Financial advice for young people 
• Advice on climbing the career ladder 
• How sport can help your career 

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.  

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Sam is joined by Danielle Arnold, head of Paraplanning for Bespoke Wealth Limited. Danielle disproves the myth that Paraplanners are introverts. She is most certainly not an introvert, in fact, before she started her career in financial planning, she was training to be a helicopter pilot! Danielle shares with us why it’s important for a Paraplanner to work alongside a good financial adviser who can offer mentorship and include them in client facing activities. Danielle explains how the Paraplanner can be the eyes and ears for the adviser and ultimately help deliver the best experience for the client. A great episode for anyone wanting to enter the financial profession and rise through the ranks. 

We cover: 

• Danielle’s career journey including her different roles 
• Advice for anyone who wants to get into the profession 
• Financial education in schools 
• Getting women into the profession 
• Training, mentorship and a career pathway 
• Financial advisers and Paraplanners working together 

 

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.  

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Sam is joined by Tom Skinner, co-founder and financial planning director for Barnaby Cecil. Today Tom shares his career journey and tells us why being employed didn’t work for him at all. He has now set up his own firm which allows him to put family time first. What is interesting is the way he went about building his business, surrounding himself with people who can do things better than he can. Tom rightly says that you can’t be good at everything. This is a great episode for the entrepreneurs out there! Enjoy. 

We cover: 

• Tom’s career 
• Using LinkedIn to network 
• Outsourcing tasks that you can’t/don’t want to do 
• Asking ‘why’ before starting a business 
• Work/life balance 
• Innovation coming from smaller firms 

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.  

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Sam is joined by Susie Laws, co-owner and director of Fiducia Wealth Management. Susie is a Chartered Financial Planner, a fellow of the PFS and she is also a 2 x Financial Adviser of The Year winner (East Anglia and the Midlands) in the Women in Financial Advice Awards, wow! Today we talk about her career journey, from Paraplanner to Co-Owner of her own firm. Susie also shares the biggest challenge she has faced as a woman in the profession, creating a great company culture plus tips on wellbeing in the workplace.  

We cover: 

• Susie’s impressive career journey 
• How to attract and retain the best talent 
• Women in leadership roles 
• Having children and a career 
• Entrepreneurial motivation 

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.  

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Sam is joined by financial protection adviser Adrian Benjamin. He helps property investors protect themselves and their families financially, allowing them to pass on generational wealth. We talk about why this protection is often overlooked, why it’s so important, the role of a financial protection adviser and how it can be a stepping stone into other areas of the financial profession. Adrian brings a lot of knowledge and energy to the podcast today. We hope you enjoy it. 

We cover: 

• Adrian’s career journey 
• Why people don’t talk about financial protection 
• How to get a job in financial protection 
• How protection advisers make their money 
• The different types of life insurance products out there 

 

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.  

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Ali is joined by Dan Knott from Dan Does Mortgages. We chat about Dan’s mortgage broker career and how social media has played a key role. In the early days Dan realised that the business leads he was being provided with were of low quality so he decided to take matters into his own hands. ‘Dan Does Mortgages’ on social media was born and now this is where he sources 100% of his business from! Join us to hear how he did it. 

You can follow Dan on Instagram here: https://instagram.com/dandoesmortgages_?utm_medium=copy_link 

We cover: 

• CeMAP qualification 
• Social media in Business 
• Advice for anyone trying to find their feet in mortgages 
• Work/life balance 
• Self-employed vs employed 
• Growth strategy 

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.  

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Sam is joined by superhero Kate Jayden. Kate is running a marathon a day for 100 days straight! This incredible challenge is all in aid of UK food & hygiene poverty as well as encouraging people to support refugees. In fact, the distance of her 100 marathons is 2600 miles, the same distance that a Syrian refugee must travel between Aleppo and Dover. When Kate isn't saving the world she's working her day job, a Compliance Monitoring Officer at ThreeSixty Services. She shares with us some of the challenges that she's faced in her career with an ADHD and Autism diagnosis but also what benefits this has brought to the job. If that was all not enough, we also touch on the importance of diversity and inclusion in the workplace. We're sure that you'll enjoy this one!

To support Kate you can visit her fundraising page here: https://donate.giveasyoulive.com/fundraising/what-katie-did-next

We cover:

• Why and how Kate is running 100 marathons in 100 days
• Her career journey and the advantage
• The importance of diversity and inclusivity
• How financial planning firms can give back to society
• The LGBTQ+ community within the financial planning profession
• Living with ADHD and Autism

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.  

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Elena is joined by Sam Robinson, Director of Almond Financial Ltd. Sam proves that you don’t need to be a high performer at school in order to be a successful financial planner. If you have the gift of people skills then the sky’s the limit in this profession. In this episode Sam shares his unusual but fascinating career journey, from chef to financial planning firm director. Sam & Elena also talk about the importance of embedding a strong & positive culture in the workplace, the benefits of having a younger age profile team and how a positive mindset can take you anywhere! 

We cover: 

• Sam’s unusual but fascinating career journey 
• Dyslexia not holding you back 
• What type of person would make a great financial planner 
• Advice for anyone who wants to get into the financial profession 
• How a new firm can generate business  
• What is a modern 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 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.  

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week we have a new podcast host! Charlie Scott is joining the team and today she is speaking with Yan Swiderski, Executive Trustee & Co Founder of the Global Returns Project.

We all understand that wealth management needs to adapt to the climate and nature crisis.
Sustainable investing has offered a powerful first step in that process.

Now it's time for a true breakthrough.

Symbiotic Wealth Management means allocating a small amount, alongside your normal investments, to the Global Returns Fund and their carefully selected portfolio partners - six not-for-profits tackling the climate and nature crisis.

Through these Regenerative Investments, it helps support three key environmental issues:
1.      Climate change
2.      Life on land
3.      Our oceans

This is the future of Wealth Management – a conscious decision to act for the environment.

The economy and the environment working in true power together – protecting one another’s investments.

For more information on the Global Returns Project, you can visit their website:
https://globalreturnsproject.earth

We cover:
• Yan’s career journey
• How the Global Returns Fund was created
• Who the portfolio partners in the Global Returns Fund are
• How the Global Returns Fund can help businesses reach net zero 
• A deep dive into Symbiotic Wealth Management
• The future of the Global Returns Project

 

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.  

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Sam is joined by Natalie Cooke, a Paraplanner from Iron Market, to chat about her career journey from an administration role to Paraplanning. More importantly we talk about self-confidence and self-belief. How much of that do you need to get ahead in the financial planning profession? Do you have confidence in your employer to support you on your career journey and do they have a personal development & mentorship programme? Natalie thinks that this support is vital to move your career in the right direction, without this it’s easy to stagnate in a role that you’ve fallen out of love with. 

We cover: 

• Natalie’s career journey 
• What does an administrator role entail? 
• How Iron Market are supporting career progression 
• What firms can do to attract more females into the financial planning profession 
• Advice for someone who wants to move on up in their career 
   

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.  

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Ever wondered why some financial planners choose employment over entrepreneurship? 

Discover the compelling journey of Sean Banks, Senior Financial Planner at Pembrokeshire Financial Services, as he shares his career progression from administration and paraplanning to financial advice. You'll learn why Sean opted to remain employed, emphasising the unmatched benefits of skill development and personal growth within a structured environment. 

This episode is a must-listen for anyone feeling stuck in their current roles, offering refreshing perspectives on career pivots and the often misunderstood advantages of moving between employers.

Career advancement isn't just about climbing the corporate ladder; it's about finding the right environment and mentors who can guide you to success. 

Sean Banks' story highlights the essential role of mentorship and foundational roles like paraplanning  in shaping a fulfilling career in financial advice. 

We discuss the challenges faced by aspiring financial advisers and the importance of having a clear career path. Gain insights into how making your career ambitions known to your employer can lead to significant growth, and hear firsthand experiences that underscore the value of internal marketing and proactive engagement.

Transitioning from self-employment to an employed role can be daunting, but it can also open doors to new opportunities and personal freedom. 

We explore various career paths within the financial planning profession, comparing the roles of an employee, self-employed advisor, and business owner. 

Through personal anecdotes and honest self-reflection, Sean and I debunk the myth that success only comes through entrepreneurship. 

This episode provides practical advice on navigating career transitions with courage and clarity, highlighting the importance of self-reflection, community, and mentorship in achieving long-term career satisfaction. Tune in to discover how to transform your career trajectory and find success within existing organizations.

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Sam is joined by Chris Burke, Partner at The Spectrum IFA Group, based in their Barcelona office. Before making the brave decision to head to Spain Chris had no experience in financial planning or speaking Spanish! The odds were against him and he was in for a tough start to his new life abroad. Chris is very honest with us today, he shares his career journey, the highs and lows of his lifestyle change and he gives some great advice to anyone who is thinking about doing the same. He provides a fascinating insight into how the financial profession works over in Spain and shares the realities vs the expectations. We hope you enjoy. 

We cover: 

• The benefits of living in Spain 
• How an adviser is paid their income 
• Buying a house in Spain 
• What due diligence you should do on a company before taking a job abroad 
• The earning potential in Spain 
• What qualifications are needed? 
   

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.  

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Sam is joined by Robert Boland, Chartered Financial Planner for Cotswold Independent Financial Services. Robert is also an education outreach ambassador at the Personal Finance Society (PFS) and he shares some of the fantastic work that he is doing to champion the profession and educate the next generation. Robert talks about the highs and lows of his 16-year career in financial services and he’s very honest about mistakes and lessons learnt along the way. He also gives some fantastic advice on what sort of due diligence you should be doing on your future employer when looking for your next financial planning opportunity. An interesting conversation, enjoy! 

We cover: 

• Robert’s career journey 
• Being prepared for self-employment 
• Building relationships to generate business 
• What does it mean to be an education outreach ambassador for the PFS? 
• What makes Cotswold Independent Financial Services a good firm to work for? 
• Finding your next financial planning job 
   

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! 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Sam is joined by Shannon Fox, education and training coordinator at Lowes Financial Management. Whilst going through her own financial planning exams it dawned on Shannon that there should be more support for candidates. In 2020 Shannon co-led the launch of the Lowes Financial Academy who have an impressive 85% pass rate on getting candidates through the R0 exams at the first time of asking. Today Shannon tells us all about the academy, who it’s for and how they can help you pass your R0 exams to become a level 4 qualified financial planner. 

For more information or if you would like to join the academy, you can follow this link: https://lowesacademy.co.uk 

We cover: 

• Shannon’s career journey 
• What is the Lowes Financial Academy?  
• A deep dive into the academy programme. What you can expect. 
• Financial education in schools 
• Advice for anyone who wants to become a financial planner. How long does it take? 

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! 

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

Happy New Year from all of us here at the Financial Planner Life podcast. This week Sam is joined by Lisa Tipton, director of financial planning at New World Financial Group. Lisa shares her career path with us, from Paraplanning, to compliance, to now running her own firm. This is an interesting one because both Lisa and her business partner have a compliance background rather than a client-facing one. We dive deep into the role of a Paraplanner, Lisa explains how she is making financial planning inclusive for everyone, plus she shares some great insights & tips about starting a financial planning firm. A great episode for any aspiring entrepreneurs but particularly those currently in a Paraplanner role. 

We cover: 

• Lisa’s career journey 
• Quitting the safety of a job to go self-employed 
• A Paraplanner’s career path and timescales 
• A deep dive into the role of a Paraplanner 
• Coaching and mentorship 
• Making financial planning accessible for everyone 
   

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! 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Sam is joined by Nick Elston to talk about mental health engagement. Nick is a high-profile inspirational speaker on mental health and personal development in the corporate space. He works with the world's leading organisations such as AMEX & The BBC, supporting mental health strategies within the workforce. It’s fine for big organisations to have mental health initiatives but without engagement they won’t result in positive change. That’s where Nick comes in.  

Today Nick shares his journey with us, why a particularly bad day led him to do what he does, how we can all live happier, healthier lives and he explains why neutrality is massively underrated. 

For more information on Nick and to work with him, you can visit his website: https://nickelston.com 

We cover: 

• Talking to your employer about your mental health 
• Mental health advice from both Nick & Sam 
• What responsibility does a business owner have for their employee’s mental health? 
• Breaking down the barriers of looking for help 
• The biggest mental health challenges that organisations face 
   

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! 

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Sam is joined by Anthony Villis, MD of First Wealth, a Chartered Financial Planning Firm of the year 2021/22. Anthony tells us why he invests so heavily in the wellbeing of his staff and why he chose to make his firm a B Corporation certified business. He explains how this has helped his staff, local community and the environment. Anthony also knows his tech; he shares some interesting views on how artificial intelligence (AI) will play its part in the financial planning profession. A very interesting chat covering many topics which we are sure you will enjoy. 

We cover: 

• Artificial Intelligence in the financial profession 
• Why trusting staff with flexible working conditions is vital 
• Caring for staff, your community and the environment 
• What is a modern financial planning firm? 
• What is a B Corporation (B-CORP)? 
• What types of clients a financial planner should and should not be targeting. 
  
  

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! 

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Elena is joined by Leigh Dunkley, Financial Wellbeing lead at Schroders Personal Wealth. Did you know that 47% of UK adults are regularly stressed about their finances, that’s almost half of the population and that’s why Leigh is here to talk about the ‘taboo’ topic of money! Leigh explains why we should consider our financial wellbeing in the same way as we do our physical and mental health, plus she gives us some actionable steps that we can all take today towards our long-term financial security. 

We cover: 

• How financial wellbeing differs from financial planning 
• Financial wellbeing being taught in schools 
• 6 top tips to ease money worries 
• Why employers should care about their staff’s money worries 
• Breaking down racial and gender barriers as well as busting industry jargon 
   

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! 

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Sam is joined by Will Rainey who runs a financial education website called BlueTreeSavings.com. Will is taking a break from his corporate investment career and enjoying an adventure in Vietnam with his young family. Whilst in Vietnam he has written a fun financial education book for children, Grandpa’s Fortune Fables. It’s not just kids who will benefit from this book, parents may also learn from it plus it would be the perfect Christmas gift for financial planners to buy for their clients who have children and grandchildren. 

For more information on BlueTree and to purchase the book you can visit: https://www.bluetreesavings.com/grandpas-fortune-fables 

We cover: 

• Will’s background and career journey. 
• Why did Will decide to write a children’s book about money? 
• Feedback from parents 
• Why it is so important for young children to have these money conversations. 
• Pocket money advice. 
• How this book can benefit financial professionals by strengthening client relationships. 
   

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! 

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Sam is joined by Chartered Paraplanner Sian Davies Cole. Sian is the director of Plan Works, an outsourced Paraplanning company but she is also the co-founder of the Paraplanner Club, a free mentorship programme for current and aspiring Paraplanners to connect with mentors and mentees. Sian’s great work helps people gain community & support whilst promoting this great career path within the financial profession. 

For more information on the Paraplanner club and to join, visit their website: https://www.theparaplannerclub.co.uk  

We cover: 

• What is the role of a Paraplanner? 
• Why Paraplanners are important to Financial Advisers and why a good working relationship is so vital. 
• The power of mentorship. 
• Sian’s career journey. 
• What type of Paraplanner does your firm need? 
• Outsourcing Paraplanners vs employing in-house 
   

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! 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week we have a new host! Ali Topan will be hosting episodes on the Financial Planner Life podcast focused on mortgage careers. Ali is joined by Jon Stones, the director of Mortgage 1st. We discuss how Jon got into the industry, how he maintains harmony within his team, advice for anyone looking to be self-employed within mortgages as well as his passions away from work. It’s also very interesting to hear what Jon doesn’t like about the mortgage industry and how he thinks things can be improved. 

We cover: 

• How COVID-19 affected Mortgage 1st and why they were more prepared than most 
• Lead generation and why it’s vital to Jon’s business 
• Working with a spouse 
• The advantages of being self-employed 
• How to ensure that you have the right personnel within your team 
• Jon’s bugbears with the mortgage industry 
   

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! 

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week on the Financial Planner Life Podcast,  we welcome back Jonathon Jay who first appeared on the podcast 3.5 years ago and lots has changed since then!

This is a special episode for me because I get to announce Jonathon Jay joining Hoxton Capital Management as Director of UK Financial Planning.

This is the first episode in the series I'm calling Hoxton Life! What it's really like working for an International Financial Planning Company. 

Join us as we explore Hoxton Capital Management's ambitious expansion plans in the UK and globally. Jonathan shares insights into their innovative technology, the Matrix CRM system, and comprehensive training pathways for aspiring financial planners.

Discover how Hoxton combines cutting-edge tech with talented professionals to disrupt the UK market and attract top-tier advisors. Plus, hear about our media strategy, with internal podcasts and YouTube channels designed to elevate Hoxton's brand visibility and establish it as a leading international powerhouse.

Engage with us for a compelling discussion on the future of financial planning and the exciting journey ahead with Jonathon Jay driving the UK business forward. 

Jonathon also shares his journey from Investec to his entrepreneurial venture working alongside corporate finance, ultimately leading to his exciting new role at Hoxton. We'll uncover the immense value financial planners offer to clients preparing for significant life changes, emphasising the importance of early engagement and understanding their financial and emotional needs.

Jonathon and I also dive into creating life-centric financial plans that prioritise client dreams and goals, such as early retirement or extensive travel, rather than focusing solely on monetary gains. 

We discuss how building deep relationships and understanding client aspirations can make clients feel valued and secure in their plans. By balancing technical knowledge with personal connection, financial advisors can support broader, life-enriching strategies that lead to both client satisfaction and commercial success. Learn how this approach can transform the financial planning experience, making it more meaningful and fulfilling for clients.

We also look at the emotional challenges new millionaires face after exiting their businesses, and how can financial planners help mitigate post-exit depression. 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Sam is joined by financial planner Ciaran Ruttledge, 1 year into his role at Ablestoke Financial Planning. Ciaran actually contacted Sam through the podcast around a year ago and said that he wanted to become a financial planner and now he’s going to share that successful journey with us. For obvious reasons this is the perfect episode for anyone wanting to emulate Ciaran’s career move but it’s also very valuable for anyone looking for any job! This conversation is packed full of job-hunting advice. Sam even shares some tips from the recruiter’s perspective. What are recruiters looking for and how can you stand out? 

 We cover: 

• Realities vs expectation of a financial planning role 
• Transferable skills 
• The importance of having a network 
• How to stand out from the crowd 
• Work/life balance 
• Competent adviser status 
   

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! 

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

This week Sam is joined by Robert Stringer from Stringer Mann Chartered Financial Planners. Sam and Robert talk very deeply about mental health and the lack of open and honest conversations within the financial profession. Tragically Robert lost is son, Hector to suicide because he was struggling with his own mental health. Robert was able to turn this devastating event into something positive by setting up a charity, Hector’s House, which raises awareness of why it’s so important to look after our mental health, preventing other families from going through the turmoil that his endured. 

Sam is also very honest about his own struggles with mental health, including his issues with addiction and how he turned his life around. Sam explains that part of the solution was community, proving that not only is it okay to say “I'm not okay” but in fact it’s vital to recovery.  

A powerful and inspirational episode this week for anyone who might be struggling with mental health and a very eye-opening conversation for those who aren’t. 

More information on Hector’s House can be found here: https://hectorshouse.org.uk 

We cover: 

• The lack of mental health conversations in the male-dominated financial profession 
• What is a good financial planner and how can they offer their clients peace of mind? 
• Signs of depression and poor mental health 
• What can be done to improve your mental health? 
• Robert’s heart-breaking story of his son’s suicide 
• Living with addiction and how Sam turned his life around 
   

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! 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

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! 

 

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.