From Recruiter to £266M Financial Planner | A Career Change That Paid Off - with Vikash Kanani

How a Former Recruiter Built a £266M Financial Planning Business - Vikash’s Journey from BD to Chartered AdviserIn this episode of the Financial Planner Life podcast, Sam Oakes is joined by Chartered Financial Planner Vikash, who shares how he made the bold move from a successful recruitment career into the world of financial advice.Vikash’s story is one of intentional reinvention. After building a strong career in recruitment and business development, he stepped away from the boardroom and into financial planning - starting from scratch, taking a pay cut, and retraining in his early 30s.Now, ten years later, he co-leads Chatsworth Wealth Management, a thriving practice with £266 million in Assets Under Management, serving over 1,000 families.We talk about:What made him walk away from recruitmentWhy recruiters are uniquely skilled for financial planningHow he took over and scaled an existing practiceBuilding client trust and social proof through contentThe future of advice, succession planning, and team cultureThe value of understanding client happiness and purposeIf you're in recruitment and wondering what’s next, or you're considering a second career in financial advice, this episode is packed with insight and inspiration.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.