Educating the next generation through the Personal Finance Society - Robert Boland

This week Sam is joined by Robert Boland, Chartered Financial Planner for Cotswold Independent Financial Services. Robert is also an education outreach ambassador at the Personal Finance Society (PFS) and he shares some of the fantastic work that he is doing to champion the profession and educate the next generation. Robert talks about the highs and lows of his 16-year career in financial services and he’s very honest about mistakes and lessons learnt along the way. He also gives some fantastic advice on what sort of due diligence you should be doing on your future employer when looking for your next financial planning opportunity. An interesting conversation, enjoy! We cover: Robert’s career journey Being prepared for self-employment Building relationships to generate business What does it mean to be an education outreach ambassador for the PFS? What makes Cotswold Independent Financial Services a good firm to work for? Finding your next financial planning job  Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! 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 Planning Qualifications guide https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/  2021financial planner salary guide    Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/  If you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to [email protected] or call 07854778712 he covers all roles within the profession across the UK.   if you hold level 4 qualification and looking for an entry role into financial planning please also reach out! Financial Planner Life is sponsored by Redmill AdvanceWhether 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/fplBe 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.