Financial Planner Life Podcast

As the advice gap widens and a high proportion of advisers are set to retire over the next 5- 10 years it's now commonly accepted that we need to increase efforts to attract talent from other professions. I personally find this very interesting, what transferable skills, attributes, and personalities are suited to financial planning? So, when I got the opportunity to interview Daniel Wiltshire a Chartered Fellow Actuary who made the move to Financial Planning, I jumped at the chance. Actuaries tend to be predominantly conventional individuals, they are usually detail-oriented and organised, and like working in a structured environment. They also tend to be investigative, which means that they are quite inquisitive and curious people. I would consider these transferable attributes to financial planning. Daniel is one of the few Financial Planners brave enough to move straight into self-employment, and today he shares why he chose this path.We cover:·       His experience of a Financial Planning academy, the good and the bad. · First-year realities of self-employment, what you should prepare for. ·       The benefits of working with an external business consultant.·       Why self-employment and IFA were the only options for him. ·       Spinning plates, what he does to stay focused ad productive. I hope you enjoy the podcast, please leave a 5-star review and feedback if you did! :-)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/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 outyou can also connect with sam Oakes on LinkedIn  https://www.linkedin.com/in/financialadvicejobs/Financial Planner Life is sponsored by Redmill AdvanceWhether 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👉 www.redmilladvance.com/fplBe 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.

It's no secret that there is a growing adviser gap in the UK and we need new Financial Planners to join the profession and for firms to upskill the growing number of administrators and paraplanners that want to progress their careers into an adviser role. there is a growing misconception that by achieving level 4 qualifications you can walk straight into a financial planning role, sadly this just isn't true. although level 4 is a great indication of technical knowledge, many Financial Planning firms are still put off by the lack of practical experience that a trainee financial planner has, thus delaying the return on investment of any new hire or an internal promotion. Time and resources play a big part in this,  there are a handful of larger financial planning firms that are teaching the practical skills through academies but the vast majority of firms are SME's, they lack the resources time, and money to take this approach.  What's the solution?The brand new game-changing  'Practical investment Planning'  an RQF Level 6/SCQF level 9 qualification created and trained by Michael Pashley from Practical Financial Exams Ltd. In this episode we cover:How this will make you more marketable as a candidate, securing more job offers! especially if you are transferring from another profession. Why every company needs to make this part of their PDP framework, your staff will love you for this! and you will be better positioned for the future fight for talent.a complete run-through of the qualification, what you will be doing, and the amazing coaching and training provided by Michael Pashley. How much it costs, how long it will take. How the evidence gathered during this qualification will help speed up the competent adviser status process. Michael Pashley FPFS is an experienced financial planning training consultant with a technical background in investment, pensions, and compliance. He is an award-winning Chartered Financial Planner and Fellow of the Personal Finance Society. connect with Michal on LinkedIn here Within Practical Financial Exams Limited, he is chiefly responsible for internal verification, developing learning materials, and assessment design. I hope you enjoy the podcast, please leave a 5-star review and feedback if you did! :-)be sure to follow financial planner life on youtube  for extra content about a career within financial  Planning  click herebelow 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  = Financial Planner Life is sponsored by Redmill AdvanceWhether 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👉 www.redmilladvance.com/fplBe 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's guest on the financial planner life podcast is that Fabulous ( with a capital Fuh) Luiza Todd of Bespoke training solutions! It’s fair to say Luiza knows a thing two about passing Cii qualifications, over the last 16 years she's helped tens of thousands of students Pass their R0 exams. I really enjoyed this podcast, Luiza is passionate, funny, engaging, and straight-talking, everything you want from a trainer! Bespoke training solutions have simplified the process of passing your R0 exams and created easy to follow study guides and a game-changing App to help with exam questions. We cover Should level 6 be the minimum standard? Why you shouldn’t rely on the Cii study book alone.The best approach to passing R0 exams and attaining level 4. Why are some people passing level 4 in 6 months? Loads of funny stories, tips, and advice around training and qualifications.you can connect with Luiza on LinkedIn Click hereI hope you enjoy the podcast, please leave a 5-star review and feedback if you did! :-)be sure to follow financial planner life on youtube  for extra content about a career within financial  Planning  click herebelow 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  = Click here -Why we need more female financial Planners = Click Here -Financial planning Salary Guide = Click here -guide to maximizing your career as a financial planner = Click Here -if you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam.oakes@recruitukltd.co.uk or call 07854778712you can also connect with sam Oakes on LinkedIn  - Click Here  - - Financial Planner Life is sponsored by Redmill AdvanceWhether 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👉 www.redmilladvance.com/fplBe 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's guest on the financial planner life podcast is wealth adviser Benjamin Beck from Nigel Grice and associates.Born and raised in Norway, Benjamin moved to England aged 21, and spent 6 years in the Army before starting a career in financial planning. Let’s face it, getting into the financial planning profession without any experience can be difficult and confusing, and it was no different for Benjamin.  This is why Benjamin has taken to LinkedIn to offer free career guidance and mentorship to those just starting out on their financial planning journey.    We coverAdmin to a financial planner in 18 months, his journey. Transitioning from the Army to Financial Planning. How to secure an interview without any experience in financial planning. The power of community and mentoring.  The openwork Financial Planner AcadamyJargon busting job advertsWhy picking the right qualification route is vital. The importance of soft skill training.I hope you enjoy the podcast, please leave a 5-star review and feedback if you did! :-)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  = Click here -Why we need more female financial Planners = Click Here -Financial planning Salary Guide = Click here -guide to maximizing your career as a financial planner = Click Here -if you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam.oakes@recruitukltd.co.uk or call 07854778712you can also connect with sam Oakes on LinkedIn  - Click Here  - - -Financial Planner Life is sponsored by Redmill AdvanceWhether 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👉 www.redmilladvance.com/fplBe 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.

Lots of people ask me 'What's the best route to becoming a financial planner? should I start as an IFA administrator and work my way up to paraplanner and then step into the role of a financial planner,  or should I jump straight into a trainee financial planner role? This week's guest on the financial planner life podcast is the recently level 4 qualified Hanna Hunt from Radcliffe & Newlands believes that starting as an IFA administrator is the best route to becoming a financial planner.I Loved talking to Hanna about her journey from IFA administrator into Paraplanning and moving towards her next goal of a financial planner.Hanna clearly loves what she does, she’s a fantastic role model for young women who are considering a career in financial planning. She had a respect for every job role in financial planning, and deep gratitude for those that have helped her on her journey to becoming a financial planner.We cover:Why when you have a goal of becoming a financial planner you shouldn’t dismiss starting as an IFA administrator. The differences between IFA admin and paraplanner, and what to expect in each job role. The importance of a good mentor, and why on the job experience whilst studying for your level 4 is the way forward. Smashing the stereotype that working in financial planning is boring, instead, it’s a problem solver's dream job! Not everyone passes their exams in 7 months, and that’s OK! We talk about what the Cii route is like and why taking your time isn’t a negative! An outline of the route from IFA admin to trainee financial planner.I hope you enjoy the podcast, please leave a 5-star review and feedback if you did! :-) 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  = Click here - Why we need more female financial Planners = Click Here -Financial planning Salary Guide = Click here - guide to maximizing your career as a financial planner = Click Here - if you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam.oakes@recruitukltd.co.uk or call 07854778712you can also connect with sam Oakes on LinkedIn  - Financial Planner Life is sponsored by Redmill AdvanceWhether 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👉 www.redmilladvance.com/fplBe 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.

 Is there an art to delivering training within financial planning? Natalie Bell from the Art of finance definitely  believes so.This weeks guest on the financial planner life podcast is Natalie Bell  director of culture and engagement at the verve group and managing director of  ‘The Art of Finance’ The Art Of Finance delivers a blend of practical and technical training to aspiring compliance, administrators and paraplanners . We cover •  #wearechange their charity that aims to attract more people to the financial planning profession.•  The need for practical and technical training within financial planning.•  Why financial planning firms are outsourcing their training to ‘The Art of Finance’•  From zero experience to paraplanner in 2 years. To find out more reach out directly to Natalie Bell on Linked in or reach out to sam oakes sam@financialplannerlife.comfor careers and job opportunities within financial planning check out www.Recruitukltd.co.Uk Financial Planner Life is sponsored by Redmill AdvanceWhether 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👉 www.redmilladvance.com/fplBe 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.

“In Australia, I was an experienced Financial planner holding the equivalent of chartered status. However, when I moved to the UK that equated to 30 CII credits! I quickly realised I had to leave my ego at the door, retake my exams and adapt to the UK market.”And that’s exactly what Jason did, spending several years in a client relationship manager role, retraining and passing exams, and eventually securing a role with Irwin Mitchel as a personal injury financial planner.I’ve always enjoyed representing financial planners in the clinical negligence and personal injury space and Jason shares deeply about why this is the perfect role for him and how Andrew Nicholson of Recruit UK helped him find the perfect role.  - The role of a personal injury specialist, and why this financial planning niche is so rewarding.    - Similarities and differences between the UK and Australian financial planning profession. - Challenges faced when stepping into the UK Financial planning profession from abroad.  - Why he has decided to set up a YouTube channel and focus on social media marketing. if you are looking to progress your career within financial planning reach out directly to Sam Oakes or take a look at www.recruitukltd.co.uk for the latest job opportunities.  Financial Planner Life is sponsored by Redmill AdvanceWhether 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👉 www.redmilladvance.com/fplBe 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’s guest on the Financial Planner Life podcast is Kris Amliwala from Designer Wealth Management. Kris fell into the profession; he graduated university with a pharmaceuticals and cosmetic science degree with no interest in moving into financial services. However, his family have owned a financial advice practice for over 30 years and, when an employee was unfortunately, ‘let go’, they asked Kris to help until they found a replacement. Fast forward 10 years and Kris is still there!(Some excellent recruitment from the folks!)Kris talks to me about:• His route to becoming chartered and why he highly rates the Kinder institute of life planning. • Why he became an education champion for the personal finance society.• How to position yourself as a younger financial planner.• Why getting stuck into your financial qualifications straight out of university is a great strategy. • Why Next Gen Financial Planners is a great financial planning community.Financial Planner Life is sponsored by Redmill AdvanceWhether 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👉 www.redmilladvance.com/fplBe 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.

“I think the power of video and audio is that it allows you to connect with people, without actually realising that you are connecting” This week’s guest on the Financial Planner Life Podcast is Peter Komolafe from The Conversation of Money, a podcast and a YouTube channel dedicated to sharing the truth about investing and all things finance. One thing that really frustrates Peter is the rise of the ‘have a go financial expert’ on social media! You know the guys - the ones that aren’t qualified and always tend to wax lyrical about how much money they’re making trading forex whilst sipping cocktails on the beach. This isn’t Peter… Peter has a genuine passion for the financial wellbeing and education of his listeners, with a solid background of working within financial services. He also holds DipFA level 4. An honest, compassionate and incredibly hard-working guy, Peter shares how he has used the power of social media to get ahead and why he believes that financial coaching should be part of every financial planner's marketing strategy.  Peter also reveals some absolute gold around the realities of building a personal brand, coaching programs, and how to harness the power of YouTube and podcasts to build deeper relationships with your audience.Financial Planner Life is sponsored by Redmill AdvanceWhether 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👉 www.redmilladvance.com/fplBe 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’s guest on The Financial Planner Life podcast is Sarah Tucker, AKA the Mortgage Mum! Sarah has a fantastic career story to tell that involves the likes of Olly Murs, will.i.am, Jennifer Hudson and Sir Tom Jones… Yes, she was a contestant on The Voice UK! And it was during this period of her life that she set up her own mortgage brokerage: ‘The Mortgage Mum’. What became quickly apparent is how genuine Sarah is. She’s not afraid to talk about the struggles of juggling a career, her passion for singing and raising her family.  A true pioneer for women in the mortgage advice world, she leads by example proving that you CAN fit work around your family commitments, by building a brokerage that offers both training and employment for Mums that want to become mortgage brokers.  The Mortgage Mum is more than a brokerage; it’s a movement. Whether you are an experienced or inexperienced broker, it's worth checking this out!  We also talk about:.  Personal wellbeing, alternative healing and manifesting positive outcomes. ·  Why more mums should consider becoming mortgage advisers.·   Personal branding and social media.·  What the ‘X factor’ and ‘The Voice’ taught her about running her own business.·   What the future holds for The Mortgage Mum. If you currently working in Financial Planning, Mortgage advice or wealth management and you would like to talk about your career options please contact me on 07854778712 or reach out me via email sam@financiaplannerlife.com or checkout www.recruitukltd.co.uk for the latest jobs!Financial Planner Life is sponsored by Redmill AdvanceWhether 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👉 www.redmilladvance.com/fplBe 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.