Why apprenticeships in Finanical Planning are a great way to train the next generation of Financial Advisers episode artwork

EPISODE · Feb 24, 2021 · 1H

Why apprenticeships in Finanical Planning are a great way to train the next generation of Financial Advisers

from Financial Planner Life Podcast · host Sam Oakes

🚨 Inspiring entry-level episode 🚨 This weeks episode is with Joel Carter from Rathbone Brothers At 17 years old Joel Carter left the sixth form to pursue a career in financial services, like everyone else he was presented with obstacles to entry, but this did not deter him.  he was given the opportunity of work experience in an IFA practice; it was here that he met two Investment Directors from Quilter Cheviot that took the time to educate him about the roles within investment management & arranged some further work experience, this conversation & work experience was vital in giving Joel the confidence to apply for a 2-yearapprenticeship with Rathbones Brothers. At Rathbones Joel benefited from a structured apprenticeship and the years of experience passed down to him from mentors across the business and although he was not a naturally academic student, he found a passion and purpose within financial planning which was instrumental in helping him focus on passing his DipFA by 21 and Chartered by 23!  I loved talking to Joel, he was grounded and grateful for the support that he has received In the early stages of his career and we are both in agreement that apprenticeships are an excellent way to inspire and motivate that next generation of Financial Planners.  Joel, you are an absolute superstar!⭐ we also cover:  The power of apprenticeship, and what his two years looked like. The role of a Client Services ExecutiveHis proven strategy for passing DipFA and CharteredWhy mentors are so important, and why staying grounded and humble is a must.  Why you don't need to go to University to land your dream job in Financial Planning.  I hope you enjoy the podcast, please leave a 5-star review and feedback if you did! :-)be sure to follow financial planner life on youtube for extra content about a career within financial  Planning  HIT THAT SUBSCRIBE BUTTON! :-Dbelow 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 Planning Qualifications guide  https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/Financial planning Salary Guide 2021https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/if you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to [email protected] or call 07854778712 he covers all roles within the profession across the UK. if you hold level 4 qualification and looking for an entry role into financial planning please also reach outyou can also connect with sam Oakes on LinkedIn  https://www.linkedin.com/in/financialadvicejobs/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.

🚨 Inspiring entry-level episode 🚨 This weeks episode is with Joel Carter from Rathbone Brothers At 17 years old Joel Carter left the sixth form to pursue a career in financial services, like everyone else he was presented with obstacles to entry, but this did not deter him. he was given the opportunity of work experience in an IFA practice; it was here that he met two Investment Directors from Quilter Cheviot that took the time to educate him about the roles within inv...

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Why apprenticeships in Finanical Planning are a great way to train the next generation of Financial Advisers

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This episode was published on February 24, 2021.

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🚨 Inspiring entry-level episode 🚨 This weeks episode is with Joel Carter from Rathbone Brothers At 17 years old Joel Carter left the sixth form to pursue a career in financial services, like everyone else he was presented with obstacles to entry,...

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