Financial Planner Life Podcast Jonathon Jay, from Trainee Paraplanner to Chartered Financial Planning Director at Investec
This week’s guest is Jonathon Jay - Associate Director level Financial Planner at Investec Wealth.
Jonathon is a prime example of how ambition, hard work, self-belief and a clearly defined goal can propel your financial planning career forward within a short space of time.
Jonathon didn’t leave school with the greatest of A-Levels and didn’t go to University. However, this didn’t stop him from achieving his Level 4 DipFA within 7 months and Chartered by the age of 26. Yet again, proving that your school grades do not define your future.
Jonathon takes us on a career journey from an Administrator role in Dubai to Trainee Paraplanner for a small boutique firm in the UK to eventually becoming a Director level Financial Planner with Investec at the age of 29.
In this podcast we cover:
· Why you shouldn’t dismiss trainee paraplanning as a route to becoming a financial planner.
· How to self-promote and take control of your career development.
· How humility and stripping away entitlement is key to a fulfilling and rewarding career as a financial planner.
· What to expect from an HNW financial planner career and why being a Chartered financial planner is a must.
· The benefit of attending over 100 Client meetings before giving any advice as a financial planner.
Loads of great stuff covered and a must listen to anyone looking to progress their financial planning career or interested i becoming a financial planner or trainee paraplanner.
check out www.recruitukltd.co.uk for the latest financial planning, financial planner and trainee paraplanner jobs and connect with your host sam oakes on linkedin
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.
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