It's no secret that there is a growing adviser gap in the UK and we need new Financial Planners to join the profession and for firms to upskill the growing number of administrators and paraplanners that want to progress their careers into an adviser role.
there is a growing misconception that by achieving level 4 qualifications you can walk straight into a financial planning role, sadly this just isn't true.
although level 4 is a great indication of technical knowledge, many Financial Planning firms are still put off by the lack of practical experience that a trainee financial planner has, thus delaying the return on investment of any new hire or an internal promotion.
Time and resources play a big part in this, there are a handful of larger financial planning firms that are teaching the practical skills through academies but the vast majority of firms are SME's, they lack the resources time, and money to take this approach.
What's the solution?
The brand new game-changing 'Practical investment Planning' an RQF Level 6/SCQF level 9 qualification created and trained by Michael Pashley from Practical Financial Exams Ltd.
In this episode we cover:
Michael Pashley FPFS is an experienced financial planning training consultant with a technical background in investment, pensions, and compliance. He is an award-winning Chartered Financial Planner and Fellow of the Personal Finance Society. connect with Michal on LinkedIn here
Within Practical Financial Exams Limited, he is chiefly responsible for internal verification, developing learning materials, and assessment design.
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 click here
below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job oppor
Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.
With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.
It's no secret that there is a growing adviser gap in the UK and we need new Financial Planners to join the profession and for firms to upskill the growing number of administrators and paraplanners that want to progress their careers into an adviser role.
there is a growing misconception that by achieving level 4 qualifications you can walk straight into a financial planning role, sadly this just isn't true.
although level 4 is a great indication of technical knowledge, many Financial Planning firms are still put off by the lack of practical experience that a trainee financial planner has, thus delaying the return on investment of any new hire or an internal promotion.
Time and resources play a big part in this, there are a handful of larger financial planning firms that are teaching the practical skills through academies but the vast majority of firms are SME's, they lack the resources time, and money to take this approach.
What's the solution?
The brand new game-changing 'Practical investment Planning' an RQF Level 6/SCQF level 9 qualification created and trained by Michael Pashley from Practical Financial Exams Ltd.
In this episode we cover:
Michael Pashley FPFS is an experienced financial planning training consultant with a technical background in investment, pensions, and compliance. He is an award-winning Chartered Financial Planner and Fellow of the Personal Finance Society. connect with Michal on LinkedIn here
Within Practical Financial Exams Limited, he is chiefly responsible for internal verification, developing learning materials, and assessment design.
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 click here
below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job oppor
Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.
With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.