EPISODE · May 5, 2022 · 1H 7M
Good mentorship is how you make someone feel – Danielle Arnold
from Financial Planner Life Podcast · host Sam Oakes
This week Sam is joined by Danielle Arnold, head of Paraplanning for Bespoke Wealth Limited. Danielle disproves the myth that Paraplanners are introverts. She is most certainly not an introvert, in fact, before she started her career in financial planning, she was training to be a helicopter pilot! Danielle shares with us why it’s important for a Paraplanner to work alongside a good financial adviser who can offer mentorship and include them in client facing activities. Danielle explains how the Paraplanner can be the eyes and ears for the adviser and ultimately help deliver the best experience for the client. A great episode for anyone wanting to enter the financial profession and rise through the ranks. We cover: Danielle’s career journey including her different roles Advice for anyone who wants to get into the profession Financial education in schools Getting women into the profession Training, mentorship and a career pathway Financial advisers and Paraplanners working together 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 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. If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to [email protected] or call 07854778712. 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.
What this episode covers
This week Sam is joined by Danielle Arnold, head of Paraplanning for Bespoke Wealth Limited. Danielle disproves the myth that Paraplanners are introverts. She is most certainly not an introvert, in fact, before she started her career in financial planning, she was training to be a helicopter pilot! Danielle shares with us why it’s important for a Paraplanner to work alongside a good financial adviser who can offer mentorship and include them in client facing activities. Danielle explains how ...
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Good mentorship is how you make someone feel – Danielle Arnold
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