Finding your niche within Paraplanning episode artwork

EPISODE · Mar 9, 2023 · 1H 5M

Finding your niche within Paraplanning

from Financial Planner Life Podcast · host Sam Oakes

Our guest this week chatting with Sam is Michelle Wilson-Stimson from eParaplan Connect. Michelle started out her career working as a door knocker for an American financial advice business, eventually moved into a paraplanning and administrative role and now she runs her own outsource paraplanning business! Michelle breaks down what she thinks is the correct structure for a career framework in paraplanning. And rest assured there are more positions than you think. It's a real eye opener.  We also speak about how wellbeing is intertwined into her career framework to ensure that those that go on that career journey aren't put off by the fact that they haven't passed any qualifications or if their strength lies in research and building relationships. She covers absolutely everything. It’s a fantastic episode and you’re going to really enjoy this one.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.

Our guest this week chatting with Sam is Michelle Wilson-Stimson from eParaplan Connect. Michelle started out her career working as a door knocker for an American financial advice business, eventually moved into a paraplanning and administrative role and now she runs her own outsource paraplanning business! Michelle breaks down what she thinks is the correct structure for a career framework in paraplanning. And rest assured there are more positions than you think. It's a real eye opene...

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Finding your niche within Paraplanning

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This episode is 1 hour and 5 minutes long.

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This episode was published on March 9, 2023.

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Our guest this week chatting with Sam is Michelle Wilson-Stimson from eParaplan Connect. Michelle started out her career working as a door knocker for an American financial advice business, eventually moved into a paraplanning and administrative...

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