Ever wondered how to become a financial planning administrator?  

This is the audio version of the video on the financial planner life channel, we are guiding you on your path to becoming a proficient Financial Planning Administrator! If you're eager to launch a successful career in the financial planning industry and play a crucial role in shaping people's financial futures, you've come to the right place. 

Join Charlie Scott and Adam Owen as they provide invaluable insights, tips, and expert guidance on the essential skills, knowledge, and tools required to excel in the role of a Financial Planning Administrator. 

But that's not all! To take your journey to the next level and access in-depth training, we highly recommend checking out the Financial Planner Life Academy, where Charlie, Adam and the team have curated comprehensive resources tailored to help you become a top-notch Financial Planning Administrator, paraplanner, financial advisor or mortgage advisor.

Sign up here: https://recruitukltd.co.uk/fpl-academy 

Ready to embark on this transformative journey and discover what it takes to thrive in this fulfilling career? Hit that subscribe button, and don't forget to visit the Financial Planner Life Academy link for an even deeper dive into your financial planning journey. Your future as a Financial Planning Administrator begins here! 💼📈📚  

Time Stamps:
00:00:00 | Intro 
00:00:57 | Where to start 
00:02:21 | Qualifications 
00:07:40 | Benefits of the Financial Planner Life Academy 
00:11:06 | Motivation & Barriers 
00:15:00 | Community 
00:16:44 | After completing the academy

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

👉 www.redmilladvance.com/fpl

Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. 

Want to appear on the Financial Planner Life podcast? Reach out to [email protected]

Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. 

Have you considered content creation as a Marketing tool for your Financial Planning business? Are you thinking of starting a podcast, YouTube channel, or social media marketing platform to bring in clients, spread your message and promote your services? 

This week’s guest is George Agan, Chartered Financial Planner at Flying Colours, content creator and founder of the Principles Personal Finance YouTube channel, designed with the goal of providing “Personal finance and financial education from a Chartered Financial Planner” 

We explore George’s career journey, from touring Europe as a musician, to working long hours in a call centre and eventually, embarking on his Financial Planning career journey. We talk career routes, the pros and cons to the various options available for those looking to get into Financial Planning and what to consider before doing so.  

Then the really juicy stuff! George is an absolute wizard when it comes to creating content, engaging an audience effectively and the innerworkings of YouTube and how it works, all the way down to algorithms and the type of content that gets pushed to the masses. 

We learned loads from George during this episode, so whether you’re navigating your career in the Financial Planning profession or are already established and looking to begin your content creation journey, this episode is overflowing with tips and tricks to get you off the ground! 

Time Stamps 

00:00:00 | Intro 

00:02:48 | How George got into Financial Planning 

00:11:26 | Routes through the profession 

00:20:18 | Content creation 

00:35:24 | Content creation as an employee 

00:40:56 | Intellectual property rights with content creation 

00:50:29 | Where is your content creation future going? 

00:56:24 | Marketing strategy 

00:59:06 | Sales process 

01:12:23 | Targeted content creation 

01:14:38 | Starting content creation in 2023 

01:19:07 | YouTube SEO, is it the key?

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

👉 www.redmilladvance.com/fpl

Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. 

Want to appear on the Financial Planner Life podcast? Reach out to [email protected]

Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. 

Are you thinking of pursuing a career in Financial Planning, but don’t know where to start? 

Do you want a job as a Financial Adviser, Paraplanner, Administrator or Mortgage & Protection Adviser, but need the skills and qualifications to do so? 

Well, the search is over! 

We have a very special episode of the Financial Planner Life podcast for you this week as we officially launch the Financial Planner Life Academy with NextGen Planners! 

We’re joined by Adam Owen, Director and Head of Content at NextGen Planners, a community of forward-thinking, innovative Financial Planners who share ideas and best practice with their peers.  

At Financial Planner Life, with the help of NextGen Planners, we have created the first fully independent training and development platform for those looking to begin their career in Financial Planning!  
 
In this episode we discuss how the Financial Planner Life Academy can help you establish your goals, gain the relevant qualifications and develop crucial soft skills necessary to carry out your desired role, all from within a community of like-minded individuals on the same journey! 

Find out more here:      https://recruitukltd.co.uk/fpl-academy/

00:00:00 | Intro 

00:02:52 | Why we chose to train through the Cii 

00:12:05 | Support 

00:17:58 | Future training and development programmes 

00:21:01 | The career path 

00:26:57 | Who the academy is open to 

00:32:32 | Mental health and wellness 

00:38:55 | Conclusion 

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

👉 www.redmilladvance.com/fpl

Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. 

Want to appear on the Financial Planner Life podcast? Reach out to [email protected]

Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. 

This week’s guest is Ryan May, Financial Planner at Sound Financial Management. Ryan previously worked in the legal sector, but after working in conjunction with Financial Planners, he saw a career choice which really piqued his interest, and the rest is history!

A self-described “Intrapreneur”, Ryan talks us through what this means to him and the advantages of adopting this mindset. We look at what Ryan’s qualification journey looked like, including Ryan’s opinion on whether to focus on getting qualified, or securing a position in the industry. We look back on Ryan’s first year as a Financial Planner, why he felt his situation was a fortunate one, and what things to consider when starting from the ground up. 

Finally, we look at what Ryan thinks the future of employment in Financial Planning looks like, including training and development, facilitating growth, management and more.

If you’re on the outside looking in, thinking of embarking on a career in Financial Planning, but wanting to do it the right way, this is the episode for you!

00:00:00 | Intro

00:01:50 | How Ryan got into Financial Planning

00:03:32 | Pathways & Entry Points

00:10:19 | “Intrapreneurialism”

00:19:55 | Gaining qualifications

00:30:31 | Making changes

00:38:43 | Becoming successful

00:47:14 | Acquisition

00:55:30 | The future of employment in Financial Planning

01:03:47 | The Strength of Values and Morals

01:09:28 | Self Development, Training & Community

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

👉 www.redmilladvance.com/fpl

Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. 

Want to appear on the Financial Planner Life podcast? Reach out to [email protected]

Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. 

This week, Financial Planner Life host Elena is joined by Bethany Lawton, Chartered Financial Planner at AV Trinity Ltd and Fellow of the Professional Finance Society. In this episode we focus heavily on personal development, perseverance in the face of adversity and achieving your career aspirations. 

We look at Bethany’s career journey, from admin, to paraplanner being labelled as an admin, to finally being recognised for her capabilities within a firm that supported her continued progression.

In fact, progression is very much the name of the game in Bethany’s view, always looking for the next growth opportunity, qualification, or accolade in her career. Bethany talks us through her strong-willed mindset and the part it has played in pushing her forward. 

Bethany has faced her fair share of adversity, entering the profession at a young age, being overlooked for promotion as a result of this, but this hasn’t stood a chance at holding her back!

We dive into changing the age and gender narrative in the Financial Planning profession, what companies and individuals can do to inspire the next generation, including the part that education and the school system plays in this.

If you’re an aspiring Financial Planning professional, or mid-career looking to excel beyond your limits, this episode will give you the inspiration you need to improve your mindset and achieve your career goals!

00:00:00 | Intro

00:00:57 | Beth's career journey

00:04:05 | The exam journey

00:13:00 | Mindset

00:16:05 | Facing adversity

00:22:50 | Navigating the interview process and employer conversations

00:27:33 | Positive personal mental attitude

00:29:11 | No university, no graduation

00:31:43 | Changing the age and gender narrative

00:36:12 | Dealing with bad apples

00:39:13 | Encouraging young people into the profession

00:46:06 | Paying it forward

00:47:28 | Routines and non-negotiables

00:50:14 | Outro

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

👉 www.redmilladvance.com/fpl

Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. 

Want to appear on the Financial Planner Life podcast? Reach out to [email protected]

Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. 

Attention all Financial Advisers, BDM’s, Sales Managers and Business Owners, this episode is for you! This week on the Financial Planner Life Podcast we are joined by Paul McCoubrey, Financial Planner and Director of Navigate IFA.

Paul has navigated (sorry) an extensive career in Financial Services and has always championed the importance of sales prowess for Financial Planners looking to grow a business, generate leads, and build lasting relationships.

We discuss how sales expertise has become a bit of a dying art in the world of Financial Advice, especially in a face-to-face capacity since the rise of Zoom and the ‘virtual coffee’. Paul takes us through some of the most successful sales strategies he’s developed over his career, including advice he gives to his team when selling in both a B2C and B2B capacity.

Paul dissects his own business, explaining the set-up he’s devised to maximise growth, whilst upskilling staff in areas they can benefit from, a win-win for both employee and business. We also talk social media, the new age of marketing and personal brand, and what that has given and taken away from the world of sales. 

This episode is an inside look into the playbook of a seasoned sales pro, operating in the world of Financial Planning, and is not one to be missed!

00:00:00 | Intro

00:01:53 | How Paul got into financial planning

00:05:17 | Sales training

00:11:27 | What to do to get new enquiries and build relationships

00:24:07 | Commission vs ongoing fees from assets under management

00:27:22 | Mortgage to protection to financial planning route

00:33:11 | Shadow adviser

00:38:30 | Business development

00:50:03 | Social media

00:59:13 | B2B

01:08:00 | Advice for interviews for interviewees

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

👉 www.redmilladvance.com/fpl

Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. 

Want to appear on the Financial Planner Life podcast? Reach out to [email protected]

Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. 

Back once again with the Financial Planner Life podcast, with our guest this week, Freddie Winter AKA Nice Guy Money, Chartered Financial Planner and Director of Gratitude Financial Planning! 

Freddie knows a thing or two about carving a career in Financial Planning, he’s done it! In fact, Freddie came straight out of Uni and into a graduate scheme in a large national firm, and shares his journey, experience transitioning into different roles, as well as giving tips on specific skills that can benefit you career growth.  

Not always an avid book worm, Freddie rediscovered his passion for reading part way through his career and breaks down some of the books he’s found the most value in over recent years, cementing the importance of not overlooking the power of the written word as a skills builder.  

Freddie has worked in multiple firms, with varying structures and processes, and outlines the pros and cons of some of these, what works well for him and why specific propositions are well suited to certain individuals. 

We ask the critical questions: When is the right time to set up your own business? Why Freddie has a client niche in the area he does? How is Freddie utilising social media as a means of lead generation? 

This episode is ideal for anyone considering setting up their own business, or those navigating a career journey with the long-term prospect of going self-employed or setting up as a solo outfit!

00:00:00 | Intro

00:02:44 | Freddie's career journey

00:04:31 | Getting a graduate role

00:06:39 | Books to read

00:09:52 | Experience and skills

00:12:47 | Freddie's career cont.

00:14:36 | Protection, Restricted & IFA

00:22:53 | Career Framework & Routes through the profession

00:30:02 | Going self employed

00:38:16 | Gratitude Financial Planning

00:40:39 | Social Media

00:44:31 | Partnering with others

00:47:44 | Mental, physical and financial wellbeing

00:55:53 | Consistency

00:57:28 | Idea generation

01:00:26 | Content creation

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

👉 www.redmilladvance.com/fpl

Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. 

Want to appear on the Financial Planner Life podcast? Reach out to [email protected]

Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. 

BREAKING FPL NEWS: Sam Oakes and Financial Planner Life have been nominated for the Talent Attraction Award at this year’s Verve Evolution Awards 2023!!! We’re very proud to be nominated so if you’re an FPL listener follow the link to cast your vote and support the Financial Planner Life podcast: Awards – Evolution by The Verve Group (weareverve.co.uk)

Our guest this week is Adam Cockerham, Financial Adviser with William Dixon & Associates and Self-Employed career advocate. Adam has mentored Financial Planners entering the industry and was referred to Financial Planner Life after an individual he mentored, who jumped straight into Financial Services as a Self-Employed Adviser, reached out to us to sing his praises and recommended we talk to him about the journey of someone entering the industry. 

 Adam talks us through his career journey, a traditional route of Admin to Paraplanning to Adviser, but we also discuss the variety of routes available to those looking to enter the industry today and the pros and cons associated with them. A key factor that can heavily influence the decision to go self-employed is the environment in which you do so, and although there are a lot of options, Adam talks us through some of these and explains why it can quite often be down to individual preference. Pair this with the value mentors can offer to up-and-coming advisers, and you’ve got a recipe for rapid and successful career growth.

 We cover aspects of the adviser journey such as mindset and mindfulness, the increased awareness of this within the profession and how being part of a company with a strong office culture can have a huge impact on your career development path.

 It’s not all sales calls and database entries, Adam offers some golden tips about what he does to stay productive in such a varied role as a Financial Planner. We delve into some of the key aspects that make a successful, well-rounded adviser, including; Business Development, Marketing and Niching down.

 This episode is ideal for anyone at a crossroads in their career journey, if you’re considering taking the Self-Employed route, watch and learn!

00:00:00 | Intro

00:01:44 | Adam's Career Journey

00:05:16 | The best entry routes

00:10:52 | Self Employment

00:21:58 | Great environments for self-employment

00:27:02 | Mindset

00:30:52 | Mindfulness

00:33:56 | Processes

00:38:08 | Approaching time consuming tasks

00:41:12 | Business development

00:51:44 | Marketing and content creation

00:59:39 | Niche

01:03:56 | Adams advice

01:09:56 | What advice would Adam give his past self 

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

👉 www.redmilladvance.com/fpl

Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. 

Want to appear on the Financial Planner Life podcast? Reach out to [email protected]

Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. 

This week’s guest on the Financial Planner Life podcast is Warren Shute *deep breath* Chartered Wealth Manager, Money Coach, Author, Sunday Mirror Columnist and Co-Founder of Lexington Wealth management …That was a mouthful!

Warren takes us on a career journey and shares his proven system for creating a £1,000,000 turnover business!  it’s such a good method that now he’s packaged it up into 36-month coaching program for Financial Planners. 

Is it about time you took your business to the next level? 

Here’s a breakdown of what the coaching course covers: 

·      Setting a business plan so you know what business you want to develop.

·      Establishing your ideal client profile so you know who to attract.

·      The systems and controls to manage your workflow efficiently.

·      Time and diary management so that you can maximise your time in the office.

·      How to build a service proposition so you attract raving fans.

·      How to conduct an empowering Discovery Meeting.

·      How to conduct an exciting and engaging Planning Meeting.

·      How to model the essential financial planning catastrophe scenarios.

·      How to deliver a comprehensive estate planning solution.

·      How to create an ideal investment proposition.

Find out more here  - Be sure to mention Financial Planner Life!

00:00:00 | Intro

00:02:12 | Warren's Career Journey

00:08:11 | The Positive Impact of Being a Financial Planner

00:11:10 | Money Mindset

00:15:20 | FinTech

00:18:43 | The Goal When Setting Up a Business

00:20:18 | Working Less

00:22:09 | Business Structure

00:28:03 | Is There a Blueprint for This Level of Success?

00:32:36 | Coaching

00:37:05 | Coaching Course Candidates

00:47:01 | Type of People on the Courses

00:48:36 | Systems & Structures

00:55:05 | Client Acquisition

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

👉 www.redmilladvance.com/fpl

Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. 

Want to appear on the Financial Planner Life podcast? Reach out to [email protected]

Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. 

Lee Quinn, IFA at Alexander Grace. Lee’s career route began in typical fashion, starting as a Trainee-Paraplanner before being made redundant as a result of the 2008 Financial Crash, where he became interested in pursuing a career in Financial Advice. 

Through feedback from those around him, along with some self-analysis, Lee decided that personally he hadn’t had enough working life experience to step up into advice at this stage, and so focused his efforts toward developing his Financial Services knowledge and experience from within a Compliance role.

Lee talks us through how his thinking matured over time, how different life experiences helped his client facing ability as an adviser, and how leaning into mentors and management helped aid his career development both in the lead up to becoming an adviser and beyond.

00:00:00 | Intro

00:02:03 | Lee's Career Journey

00:05:08 | Trainee Paraplanner to Compliance

00:13:26 | Life Experience/Skills

00:17:35 | Honest Feedback & Mentoring

00:28:34 | Working in Restricted

00:36:37 | Working in an IFA

00:41:54 | Finding the Right Role

00:55:44 | Career Progression

00:58:47 | IFA Learning Curve

01:04:41 | Client Niche

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

👉 www.redmilladvance.com/fpl

Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. 

Want to appear on the Financial Planner Life podcast? Reach out to [email protected]

Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production.