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What A Paraplanning Manager Does And How To Get Ahead In Your Paraplanner Career

Are Paraplanning Managers Holding Back Trainee Financial Planners? Not at Foster Denovo, where growth, ambition, and clear career aspirations take center stage. In the latest Financial Planner Life Podcast, I spoke with Louise Headifen, Paraplanning Manager at Foster Denovo, about how she’s breaking the mold and championing career progression for her team of 15. Whether it’s becoming a financial adviser, developing a specialist career in paraplanning, or exploring other paths, Louise and Foster Denovo’s career framework have it covered. "If you tell me in the interview you want to become a financial adviser, I’ll do everything I can to make it happen. Progression is about honesty, ambition, and having the right support system." - Louise Hedderfen We dive into: ✅ Why Louise hires for skills over job titles to build strong, cohesive teams. ✅ Clear pathways for paraplanners to grow, from junior roles to subject matter experts in areas like protection and estate planning. ✅ How Foster Denovo actively supports paraplanners who aspire to transition into financial advice roles. ✅ The power of a growth mindset and how collaboration fuels success. Whether you’re a paraplanner looking for your next opportunity, a financial adviser exploring new horizons, or someone considering a career in financial planning, this episode offers actionable insights and inspiration. 👉 Tune in now and discover how Louise’s leadership and Foster Denovo’s framework are empowering financial planning professionals to thrive at every stage of their careers. 💬 What’s your career aspiration in financial planning? Let’s discuss in the comments! 00:00 - Introduction 00:34 - Meet Louise Headifen 01:30 - Starting at Foster Denovo During Lockdown 02:47 - From Paraplanner to Manager 04:00 - Transitioning from DFM to IFA World 05:19 - Finding the Passion for Paraplanning 06:02 - Managing a Growing Team 08:29 - Career Development Pathways in Paraplanning 10:08 - Building Subject Matter Expertise 12:03 - Encouraging Financial Adviser Aspirations 13:31 - Skills Over Job Titles in Recruitment 16:26 - Recruiting to Replace Yourself 17:55 - The Role of Collaboration in Client Meetings 19:31 - Empathy and Dynamics in Client Interactions 23:36 - Identifying Vulnerabilities in Financial Planning 24:19 - Supporting Team Well-Being 27:00 - Openness in the Workplace 27:44 - Opportunities at Foster Denovo 28:44 - Closing Remarks and Takeaways Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here: https://recruitukltd.co.uk/fpl-academy/ If you want to discuss partnering with The Financial Planner Life for jobs, advertising, marketing, or academies, please get in touch with [email protected] or 07854778712. Interested in joining Sam at Hoxton Capital? - Contact him about job opportunities or selling your business in the UK, USA, Mainland Europe South Africa, or Australia. [email protected] #financialplanning #financialadvisor #financialadviser #wealthmanagement #financialpodcast