Financial Planner Life Podcast Cathi Harrison - business owner, CEO of the Verve Group talks graduate recruitment, outsourced paraplanning & compliance.
This week's guest is the amazing Cathi Harrison, the CEO of the Verve Group, a collection of companies that provide outsourced paraplanning, compliance, and training for financial planning companies.
Cathi shares her career journey from starting as an employed administrator, progressing to paraplanner, deciding to go freelance, and eventually setting up and running a group of companies that hire over 40 staff!
I really enjoyed recording this, Cathi is so honest and a must-listen for any current business owners or entrepreneurs looking to set up their own company.
on the podcast we also cover:
- The challenges of setting up your own outsourced paraplanning company, 1st-year struggles, business development, and working out of your front room on a budget of £3000!
- Graduate vs experienced hires, how Cathi found the right balance with 80% of her staff coming through the inhouse graduate scheme. great share.
- The type of candidate the best suits an outsourced paraplanning role.
- The benefits of outsourcing paraplanning and how Apricity are changing the face of compliance with the help of technology.
As per usual do let me know your thoughts about the podcast by leaving a review or comment. you can connect with Cathi here and check out the verve group here
For financial planning, compliance, and paraplanning jobs check out our sponsor Recruit UK
Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
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Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.
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