Financial Planner Life Podcast

What A Paraplanning Manager Does And How To Get Ahead In Your Paraplanner Career.


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🤔 Are Paraplanning Managers Holding Back Trainee Financial Planners?

Not at Foster Denovo, where growth, ambition, and clear career aspirations take center stage. In the latest Financial Planner Life Podcast, I spoke with Louise Headifen, Paraplanning Manager at Foster Denovo, about how she’s breaking the mold and championing career progression for her team of 15. Whether it’s becoming a financial adviser, developing a specialist career in paraplanning, or exploring other paths, Louise and Foster Denovo’s career framework have it covered.

🎙 Key Takeaway:
"If you tell me in the interview you want to become a financial adviser, I’ll do everything I can to make it happen. Progression is about honesty, ambition, and having the right support system." - Louise Headifen

We dive into:
✅ Why Louise hires for skills over job titles to build strong, cohesive teams.
✅ Clear pathways for paraplanners to grow, from junior roles to subject matter experts in areas like protection and estate planning.
✅ How Foster Denovo actively supports paraplanners who aspire to transition into financial advice roles.
✅ The power of a growth mindset and how collaboration fuels success.

Whether you’re a paraplanner looking for your next opportunity, a financial adviser exploring new horizons, or someone considering a career in financial planning, this episode offers actionable insights and inspiration.

👉 Tune in now and discover how Louise’s leadership and Foster Denovo’s framework are empowering financial planning professionals to thrive at every stage of their careers.

💬 What’s your career aspiration in financial planning? Let’s discuss in the comments!

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

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

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

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Financial Planner Life PodcastBy Sam Oakes

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