Paraplanner to Financial Adviser – No need to wait! скачать в хорошем качестве

Paraplanner to Financial Adviser – No need to wait!

This week's guest on the Financial Planner Life podcast is Lauren Gifford from Butler Toll. This episode is a serious thought provoker for anyone navigating a career path within Financial Services and could give you the clarity you need to make decisions around your career progression plan! Lauren has been in Financial Services since before the 2008 financial crash, where she was advising in Mortgages in a building society environment. Like many others in her situation, the financial crash caused Lauren to rethink her career prospects, which ultimately led to her obtaining a PA/Administrator role within a small Financial Planning firm whilst raising a family. Lauren talks us through her entrance into the Financial Planning profession, what she learnt in the early stages of her career that helped her in the long run, as well as what advice she would give to someone who’s unsure of the rate they should be progressing at. Qualifications, as we all know, are an essential part of a Financial Planning Professional’s career, and Lauren talks us through what qualifications she obtained, when she obtained them, and reflects on the value they added at that stage in her career. We discuss the process that Lauren undertook when seeking a Trainee Financial Planner role, including how she set out clear expectations to prospective employers at interview stage, in order to outline what she was looking for in her career, an important conversation a lot of job seekers might be apprehensive to have! Lauren is a huge advocate for the ‘believe in yourself’ mindset, this might just be the episode that gives you the motivation to rethink your career goals, explore your greatest ambitions, and pursue your dream position within the not-so-daunting world of Financial Planning! 00:00:00 | Intro 00:01:45 | How Lauren got into the profession 00:06:56 | Moving from Mortgage Advice into Financial Planning 00:10:22 | Experience in Administration before Financial Adviser role 00:11:23 | Qualifications 00:15:35 | Career Progression - Paraplanning 00:22:02 | Finding opportunities as a new financial planner 00:25:42 | Career Progression - Financial Planner 00:28:36 | Paraplanner vs Financial Planner Roles 00:34:46 | Advice looking back 00:35:45 | Women in Financial Planning 00:40:05 | Personal Development & Confidence 00:43:14 | Clients 00:48:01 | Year 1 as a Financial Adviser 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 - https://recruitukltd.co.uk/financial-... Experienced and searching for a new role within the financial planning profession? Click here - https://recruitukltd.co.uk/job-consul... - for a free career consultation. Check out the 2023 Financial planning Salary Guide here - https://recruitukltd.co.uk/the-recrui... If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to [email protected] or call 07854778712. #financialplanning #financialadvisor #financialadviser #wealthmanagement #financialpodcast