In episode 49 of BWD In The Know, Ellie Corkill hosts the first episode of her new mini-series, The Human Side of Wealth Management.

Ellie is joined by Jay Dhaliwal APFS, Chartered Independent Financial Adviser at Chase de Vere, for a conversation on resilience, representation and the power of showing up.

Jay shares her journey into financial advice, from starting her career in financial services to becoming Chartered, building a visible personal brand and using her platform to support others entering the profession.

In this episode, they discuss:

• Jay’s journey into financial advice and the experiences that have shaped her career
• The reality of building a personal brand and putting yourself out there
• The importance of representation within the profession
• The role resilience has played throughout Jay’s career
• Why soft skills and building genuine relationships still matter
• The value of networking, giving back and supporting others entering the industry
• How wealth management can continue to become more human, relatable and accessible

This is an open and honest conversation about career journeys, confidence, community and the importance of continuing to show up - even when the path is not always linear.

Whether you already work in wealth management, are building a career in financial advice or are simply interested in the people helping to move the profession forward, this episode is well worth a listen.

Chapters

00:00 Introduction and Jay’s Career Background

01:03 Early Influences and Education Choices

03:18 First Steps into Financial Services

04:37 Transition from Admin to Adviser

05:57 Overcoming Rejection and Career Persistence

06:42 Achieving Chartership and Professional Credibility

07:53 The Power of Intentional Career Planning

09:39 Representation and Diversity in Wealth Management

10:29 Dealing with Being a Minority in the Sector

12:18 Building Resilience and Confidence

14:06 The Role of Personal Branding and Visibility

16:45 Authenticity and Human Connection in Content Creation

18:10 Balancing Professionalism and Personality

20:39 Opportunities from Being Visible

23:01 Encouraging Others to Be Visible and Authentic

27:08 The Importance of Representation and Role Models

29:31 Mentoring and Giving Back to the Community

32:08 Managing Work-Life Balance and Overcoming Self-Doubt

34:28 The Impact of Fitness and Lifestyle on Professional Success

37:15 Networking Through Shared Interests

39:24 The Future of Wealth Management and Adviser Skills

41:40 Excitement for Sector Innovation and Young Talent

45:10 Advice for Aspiring Advisers and Personal Growth

48:33 Changing Perceptions of Age and Diversity in the Sector

49:53 Supporting the Next Generation of Advisers

51:37 Enhancing Diversity and Inclusion in Wealth Management

54:11 Key Takeaways: Resilience, Community, Giving Back

55:20 Closing Remarks and Final Thoughts

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