S5:E1 How my secret superpower has helped me become a more confident financial planner episode artwork

EPISODE · Jan 12, 2023 · 40 MIN

S5:E1 How my secret superpower has helped me become a more confident financial planner

from Your Financial Planning Maestro · host Jacqueline Lockie

In the first episode of the fifth series of this podcast we talk to Jennifer Kay CFP™ who is a financial planner at Arlene Addison. Jennifer shares her journey to become a Certified Financial Planner professional, her views on why there aren't enough female financial planning role models and what benefits becoming a CFP professional has bought her both professionally and personally. Jennifer has a hidden super power! Listen to the podcast to find out what that is and how that has helped her improve her confidence, credibility and kudos in the financial planning profession. Jennifer's Bio: Jennifer is a Chartered & Certified Financial Planner ™ and Mortgage Adviser. She joined Arlene Addison, a Senior Partner Practice of St. James’s Place in 2014 and qualified as an adviser in the summer of 2019. With a university degree in French & German, her path has taken quite a turn from translating at her kitchen table to a career in financial advice. A planner by nature, she loves hearing her clients talk about their plans, goals and dreams for the future and designing a plan to help make those dreams a reality. Fortunately, she also loves spreadsheets.  She is passionate about greater female representation in financial services and galvanising young women to take control of their financial lives early on. She sees her professional purpose as doing everything in her power to help narrow the gender wealth gap, and particularly the pension gap. In her spare time, she enjoys yoga, running and reading and is also working on her language skills as they’ve grown a little rusty in recent years.

Episode metadata supplied by the publisher feed · Published Jan 12, 2023

Embed this episode

Ready to play

S5:E1 How my secret superpower has helped me become a more confident financial planner

0:00 40:27

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of Your Financial Planning Maestro?

This episode is 40 minutes long.

When was this Your Financial Planning Maestro episode published?

This episode was published on January 12, 2023.

Can I download this Your Financial Planning Maestro episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!