Financial Planner Life – Career Accelerator Program

Episode 4 – Job offer management in the financial planning profession. 

 In the final episode of the Financial Planner Life career accelerator program, we discuss the job offer stage. The emotions attached to receiving a job offer can be overwhelming so, we share the things that you need to consider before you accept, to ensure you are making the right decision. 

 

·      The pros and cons of counter offers and how best to manage them. 

 

·      Reference checking within financial services, what to expect and when you should divulge information that could potentially take an offer off the table.  

 

·      The importance of looking over employment contracts, and why a second opinion is vital.  

 

·      Restricted covenants, what to consider. 

 

·      Offer horror stories, and how to avoid being the star of your own offer horror show. 

 

·      Lean into your recruiter at this stage for the best offer experience and to secure the best salary package possible. 

 

·      The letter of resignation, what you should and shouldn’t do!

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