Career Accelerator For Financial Planning - Part 1 of 4

Financial Planner Life, Career Accelerator programEpisode 1: Are you where you want to be in your career?  In this episode we encourage you to take a hard look at the reasons why you are looking for a new job opportunity in financial planning, we offer some guidance around what you should be considering and doing before you start that time consuming and often emotional draining process of searching for a new job, which we cover in episode 2.   In this episode we cover the following • Why it’s important that you sit down with your current employer to discuss your reasons why you are looking to move on, with a focus on how to approach the salary increase conversation and what evidence you can gather to reflect your worth in the market.  • Why leaning into a trusted recruiter within the financial planning space, such as Recruit UK is a must at this early stage of your job search. *   • What does your current companies’ career competency framework look like?  What does the next two years offer you if you stay? No framework? No clear career path to reach your goals? Alarm bells should be ringing. • Large firms or small firms, what’s right for you? • Are you holding yourself back? Why holding a mirror up to yourself is so important when considering any career move. Remember that we often take our personal problems with us. Can you hand-on-heart say that you have done all you can to improve your current situation? • What is a toxic culture, and are you working in one? Is it affecting your mental health? if so its time to move on. • Employee wellbeing: Does your current company invest in yours?  • And loads more!  *If you would like to lean into a Recruiter at Recruit UK to understand your options further, please click here to book a private consultation.  Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbsBe 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 hereCheck out the 2023 Financial planning Salary Guide here. Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development.

Om Podcasten

Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their own story to share, and The Financial Planner Life podcast is a platform for them to talk about their personal and professional journey. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing all the way to diversity and inclusion. We approach each episode with the idea that it is going to educate and spark a conversation within the industry with topics that may not be openly discussed. So, if you are thinking of becoming a financial adviser, or you’re curious about learning more about this brilliant sector, we urge you to give the podcast a listen. The Host: Sam Oakes is the host of The Financial Planner Life Podcast. He currently sits as Director at Recruit UK, who since 2008 has been supporting leading national and global financial planning firms in finding the best talent. Prior to his career in recruitment, Sam has always had a passion for financial services and has been in the industry for over 15 years. He sees himself as a partner to the industry and wants to contribute useful resources such as this podcast to educate those further who are seeking advice and help about how to push their careers forward in this amazing industry.