EPISODE · Dec 5, 2024 · 27 MIN
What A Paraplanning Manager Does And How To Get Ahead In Your Paraplanner Career.
from Financial Planner Life Podcast · host Sam Oakes
🤔 Are Paraplanning Managers Holding Back Trainee Financial Planners?Not at Foster Denovo, where growth, ambition, and clear career aspirations take center stage. In the latest Financial Planner Life Podcast, I spoke with Louise Headifen, Paraplanning Manager at Foster Denovo, about how she’s breaking the mold and championing career progression for her team of 15. Whether it’s becoming a financial adviser, developing a specialist career in paraplanning, or exploring other paths, Louise and Foster Denovo’s career framework have it covered.🎙 Key Takeaway:"If you tell me in the interview you want to become a financial adviser, I’ll do everything I can to make it happen. Progression is about honesty, ambition, and having the right support system." - Louise HeadifenWe dive into:✅ Why Louise hires for skills over job titles to build strong, cohesive teams.✅ Clear pathways for paraplanners to grow, from junior roles to subject matter experts in areas like protection and estate planning.✅ How Foster Denovo actively supports paraplanners who aspire to transition into financial advice roles.✅ The power of a growth mindset and how collaboration fuels success.Whether you’re a paraplanner looking for your next opportunity, a financial adviser exploring new horizons, or someone considering a career in financial planning, this episode offers actionable insights and inspiration.👉 Tune in now and discover how Louise’s leadership and Foster Denovo’s framework are empowering financial planning professionals to thrive at every stage of their careers.💬 What’s your career aspiration in financial planning? Let’s discuss in the comments!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
🤔 Are Paraplanning Managers Holding Back Trainee Financial Planners? Not at Foster Denovo, where growth, ambition, and clear career aspirations take center stage. In the latest Financial Planner Life Podcast, I spoke with Louise Headifen, Paraplanning Manager at Foster Denovo, about how she’s breaking the mold and championing career progression for her team of 15. Whether it’s becoming a financial adviser, developing a specialist career in paraplanning, or exploring other paths, Louise and Fo...
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What A Paraplanning Manager Does And How To Get Ahead In Your Paraplanner Career.
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