This week Elena is joined by Laura Dean, Operations and Marketing Director of Balance Wealth Planning. Laura shares her career journey with us and gives us some great advice on how you can navigate different career paths within the financial profession. In particular she focuses on marketing and operational roles. Laura gives us an insight into what these roles entail, who would be a good fit for them and why these roles are important for all firms. She also stresses the importance of staff wellness and tells us how Balance Wealth Planning go about retaining a happy & loyal team. 

We cover: 

• How Laura has navigated her way through different roles within the profession 
• Advice for anyone thinking about an operational role 
• Why a firm would need an operations director and when they should be employed. 
• Transferable skills within the financial profession 
• Staff wellness and retention 

 

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Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.   
   

Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career.  Learn more here.    

Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.

Check out the 2022 Financial planning Salary Guide here.   

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