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Academies

The Mission

The Financial Planner Life began with one man and a microphone. Sam Oakes launched his first podcast in March 2020. Since then, the podcast has had nearly 100 episodes, 80,000 views and listens. Ranked 12th on the apple podcast UK careers chart.

The podcast’s success, along with Sam’s industry knowledge has now enabled us to form a well-established brand within the profession and with this platform, we intend to grow even further.

The Financial Planner Life Academies

Our primary objective is to help bring new people into the financial planning profession.

So, we have created a platform which joins leading financial institutions with eager professionals, hoping to gain experience, and qualifications and flourish in their financial planning careers.

Showcasing your Academy

The problem: The financial planning community is currently struggling with an ageing adviser population heading towards retirement and out of the profession within the next five years. Combining this with the lack of experienced candidates within the profession and the lack of candidates starting their journey towards becoming financial planners, a clear problem needs to be solved. How do we replace those who are retiring?

The solution: The Financial Planner Life Academies.

We’ve created a collaborative, level playing field for all financial planning firms to attract second careerists and graduates with a low-cost, high-quality, branded recruitment strategy. Together we can solve this problem.

Using our influence within the profession with our leading financial planning careers podcast, we can help you attract ideal candidates. When you combine this with our other marketing activities, such as our social media marketing, branded videos and articles, all managed by the Financial Planner Life Marketing Agency. It is an affordable recruitment solution guaranteed to attract high-quality talent to your academy.

We have over 15 years of specialised experience in financial planning recruitment, so let’s start attracting the best new talent to the profession.

Invest In Your Future

Begin your financial planning career journey today

Did you know?

Around 10,000 of the 28,000 registered UK Financial Planners are set to retire in the next 5 years.

This will create not only an adviser gap, but also an advice gap, with only 11% of UK adults having paid for financial advice in the last 12 months.

What does this mean? A huge opportunity to educate and support people’s financial wellbeing as the amount of wealth due to be transferred generationally, within the next 30 years, is predicted to hit £5.5trn.


So why is it so hard to get into the financial planning profession?

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JOIN OUR NO-RISK AND SUPPORTIVE FINANCIAL PLANNING CAREERS COMMUNITY

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. 

Led by Sam Oakes, founder of the award-winning, Financial Planner Life Podcast and powered by NextGen Planners, our fully inclusive, collaborative community is here to support you every step of the way. 

And the added bonus? There’s absolutely no risk to you as you don’t even need to leave your current job to get started.  

Interested? 

You should be, as it’s only £19.99 per month with no fixed contract.

We understand that everyone’s learning style is different. This is why we help bring The CII Level 4 Diploma in Financial Planning to life with exclusive study modules, live or on-demand weekly group tutorials, virtual classrooms, or the 30-day challenge.

You’ll be supported by experienced mentors and the whole Financial Planner Life community and with our proven 90% pass rate, you’ll be in pole position to pass the exams first time round!

This Academy will become the professional standard for all financial planning roles, so start now and get ahead of the competition.

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01

Start your qualifications today

02

Build your skills and career knowledge

Employers are not just looking for qualifications. We have all the inside knowledge, which is why we deliver live and on demand soft skills and practical training, that fits exactly what hiring managers are looking for. The result – you’ll stand head and shoulders above your peers…

There is no “one size fits all” approach to entering the financial profession, which is why we provide expert financial planning career education and ongoing support through our experienced financial planning mentors; you will be in the best place possible to secure your dream job in financial planning.  

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The Financial Planner Life academy is supported by Recruit UK, leaders for over 15 years in Financial Planning recruitment. Our team will get you fully prepared for that crucial interview, with on demand career advice and live Q&A sessions that will help you promote yourself in the right way, through the right channels and secure the right job offer for you.  

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03

Let’s get you hired! 

04

Continuous support

Congratulations you’ve landed your first job in the financial planning profession!  By now you’ll already have great friendships within the supportive, evolving community, so we encourage you to stay close to our mentors and take advantage of all the ongoing training and continuous professional development (CPD) we provide that will keep driving your career forward.

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So what are you waiting for?

Our commitment to B Corp

Being a B Corp-certified company is more than just demonstrating good business practices.

 

It’s a commitment to using business as a force for good in the world. By getting B Corp certification, we are voluntarily committing to meeting higher standards of social and environmental performance, transparency, and accountability.

Frequently Asked Questions…

It varies depending on your study method and how much time you commit each day. Our programme is designed so that if you spend 1 hour a day studying, you should be sitting an exam every 10 weeks and will have completed the six exam modules in just over a year. If you study for 2 hours a day you could halve that halve that time.

No, this is a fully inclusive community open to anyone that wants to study and train to work within the financial services or financial planning profession.

No, we are not an employer we are a training and development community for the financial planning profession; however, we are also supported by Recruit UK who are financial planning recruitment specialists so when suitable roles come up we will advertise them within the community.  We will also provide you with all the financial planning careers education within the community to empower you to secure an entry level role within financial services or the financial planning profession. 

Yes, the Financial Planner Life Academy is fully inclusive training and development community, everyone is welcome.

No, there is no fixed term contract for delegates of The Financial Planner Life Academy.

Our Financial Panner Life Academy community is built for online learning and development, this ensures that you can fit this around your life, however we will also hold events face to face.

Yes, can download the mighty networks app for your mobile phone and access the Financial Planner Life Academy on your mobile phone or tablet, as well as our desktop browser version. 

No, you don’t need to leave your current employer to join the Financial Planner Life Academy. in fact, we don’t advise anyone to leave employment and join any financial planning academy unless they are 100% sure that it’s the right career for them and you are in a position to support yourself financially.

The Financial Planner Life Academy subscription fee is exclusive of exam/assessment costs and the CII membership, which is £84 per year, with a £37 one off admission fee.  Printed textbooks from the CII are an additional cost to both CII members and non-members or you can download a digital version for free if you are a CII member. see the full cost break down below.  

 

 

Type

Assessment only

 

Printed Textbook and Assessment

 

Add Postage for Printed Textbooks

Exam

Member

Non-Member

Member

Non-Member

P&P

R01

£     129.00

£     176.00

£     223.00

£         316.00

£         7.00

R02

£     129.00

£     176.00

£     223.00

£         316.00

£         7.00

R03

£     129.00

£     176.00

£     223.00

£         316.00

£         7.00

R04

£     129.00

£     176.00

£     223.00

£         316.00

£         7.00

R05

£     118.00

£     140.00

£     187.00

£         229.00

£         7.00

R06

£     129.00

£     176.00

£     223.00

£         316.00

£         7.00

CF6

£     187.00

£     229.00

£     228.00

£         278.00

£         7.00

J09

£     457.00

£     565.00

£     497.00

£         608.00

£         7.00

 

The Regulated Diploma in Financial Planning is the benchmark qualification from the CII for Financial Planners. This consists of six exams ranging from R01 Regulations and Ethics to R06 Financial Planning with Investment, Taxation, Retirement and Protection exams in between. The first five exams are multiple choice with the final exam (R06) being a written paper based on two case studies.

There is no regulatory requirement for Paraplanners to hold a qualification however, many employers expect Paraplanners to hold the Regulated Diploma in Financial Planning. A stepping stone on the way to this is the CII Certificate in Paraplanning with consists of the first three exams in the Regulated Diploma (R01, R02 and R03) and then J09, a paraplanning module which consists of three written assignments.

Whilst there are no regulatory qualification requirements for Financial Planning Administrators, a great foundation qualification is the CII Certificate in Life and Pensions. This consists of three modules each with a multiple-choice exam covering Life and Pensions Customer Operations (LP1), Financial Services Products and Solutions (LP2) and Life and Pensions Principles and Practices (LP3).

Most employers expect protection advisers to hold two exams from the Regulated Diploma in Financial Planning, these being R01 Regulation and Ethics and R05 Protection. Both are multiple choice exams.

The benchmark Mortgage Adviser Qualification is the CII Certificate in Mortgage Advice. This consists of a Regulation and Ethics exam (either CF1 or R01) and the Mortgage exam CF6. Both are multiple choice exams.

Unfortunately, there is no easy answer for this question. The role of Financial Planner varies depending on company, location and whether you’re Employed or Self-Employed. Some companies will offer a larger salary, but less access to bonus, whereas others will offer lower basic salaries, but have more lucrative bonus structures in place to incentivise Financial Planners. What we can do is give an example of the typical earning potential for a Financial Planner in a variety of scenarios.

Employed: In London, a Financial Planner can expect a salary banding between £40K-£100K depending on experience. Outside of London, salaries usually stay within the £30K-80K, but again, depending on experience and performance.

Self-Employed: Financial Planners working on a self-employed basis will rely entirely on their ability to earn bonus, which comes from servicing self-generated clients. This can be down to location but is more often affected by an adviser’s ability to generate new business, uphold strong relationships with clients, and provide exceptional service. But it’s not unusual for an established self-employed adviser to earn £100,000+

Download the latest Salary guide from Recruit UK – here. 

Paraplanner salaries in the UK can vary widely based on experience, qualifications, location, and employer. Entry-level Paraplanners typically earn around £20K-£30K annually, while mid-level professionals with a few years of experience and qualifications might make between £30,000 -£45,000.

 

Senior Paraplanners, especially in London and the Southeast, can command salaries ranging from £45,000 – £65,000. These figures can be supplemented by bonuses and benefits, with larger financial firms often offering more competitive packages.

 

Download the latest Salary guide from Recruit UK – here. 

In the UK, Financial Planning Administrators can expect salaries that vary widely based on factors such as experience and location. Entry-level positions typically offer annual salaries between £18,000 and £25,000, while mid-level administrators with a few years of experience may earn around £25,000-£35,000 per year. Senior Financial Planning Administrators, often with advanced qualifications and supervisory roles, can command salaries ranging from £35,000-£45,000 or more, with higher salaries often found in London and the Southeast. Compensation can also be influenced by employer type and may include bonuses and benefits.

 

Download the latest Salary guide from Recruit UK – here. 

Mortgage Advisers in the UK can earn varying incomes based on their experience, location, employer, and the number of clients they serve. Generally, entry-level Mortgage Advisers can expect a salary of around £20,000-£30,000, while more experienced mortgage advisers may see their annual earnings range from £30K-£50K or higher. In some cases, Mortgage Advisers in high-demand areas or those with specialised expertise can earn even more substantial incomes. Commission-based structures are common in this profession, allowing advisers to earn additional income based on the mortgages they secure for clients.

 

Self-employed Mortgage Advisers in the UK can earn annual incomes ranging from £30,00-£60,000 or more, with potential for higher earnings based on expertise and client base, as they primarily rely on a mixture of commissions and fees for their income.

 

Download the latest Salary guide from Recruit UK – here. 

PRIVACY POLICY

Background: Recruit UK Limited understands that your privacy is important to you and that you care about how your personal data is used. We respect and value the privacy of all our customers and will only collect and use personal data in ways that are described here, and in a way, that is consistent with our obligations and your rights under the law.

1. What Does This Notice Cover?

This Privacy Information explains how we use your personal data: How it is collected, how it is held, and how it is processed. It also explains your rights under the law relating to your personal data.

2. What is Personal Data?

Personal data is defined by the General Data Protection Regulation (EU Regulation 2016/679) (the “GDPR”) as ‘any information relating to an identifiable person who can be directly or indirectly identified in particular by reference to an identifier’. Personal data is, in simpler terms, any information about you that enables you to be identified. Personal data covers obvious information such as your name and contact details, but it also covers less obvious information such as identification numbers, electronic location data, and other online identifiers.

3. What Are My Rights?

Under the GDPR, you have the following rights, which we will always work to uphold:

a) The right to be informed about our collection and use of your personal data. This Privacy Notice should tell you everything you need to know, but you can always contact us to find out more or to ask any questions.

b) The right to access the personal data we hold about you.
c) The right to have your personal data rectified if any of your personal data held by us is inaccurate or incomplete.
d) The right to be forgotten, i.e. the right to ask us to delete or otherwise dispose of any of your personal data that we have.
e) The right to restrict (i.e. prevent) the processing of your personal data.
f) The right to object to us using your personal data for a particular purpose or purposes.

g) The right to data portability: This means that if you have provided personal data to us directly, we are using it with your consent or for the performance of a contract, and that data is processed using automated means. You can ask us for a copy of that personal data to re-use with another service or business in many cases.

h) Rights relating to automated decision-making and profiling: We do not use your personal data in this way

i) For more information about our use of your personal data or exercising your rights as outlined above. Further information about your rights can also be obtained from the Information Commissioner’s Office or your local Citizens Advice Bureau. If you have any cause for complaint about our use of your personal data, you have the right to lodge a complaint with the Information Commissioner’s Office.

4. What Personal Data Do We Collect?

We may collect some or all the following personal data (this may vary according to your relationship with us):

  • Name;
  • Address;
  • Email address;
  • Telephone number;
  • Business name;
  • Job title;
  • Profession;
  • Information about your preferences and interests

5. How Do You Use My Personal Data?

Under the GDPR, we must always have a lawful basis for using personal data. This may be because the data is necessary for our performance of a contract with you, because you have consented to our use of your personal data, or because it is in our legitimate business interests to use it. Your personal data will be used for or may be used for one of the following purposes:

  • Providing and managing your account.
  • Supplying our services to you. Your personal details are required in order for us to enter into a contract with you.
  • Personalising and tailoring our services for you.
  • Communicating with you. This may include responding to emails or calls from you.
  • Supplying you with information by email and/or post that you have opted-in to (you may unsubscribe or opt-out at any time by emailing [email protected].

With your permission and/or where permitted by law, we may also use your personal data for marketing purposes, which may include contacting you by email and/or telephone and /or text message and/or post with information, news, and offers on our services. We will always work to fully protect your rights and comply with our obligations under the GDPR and the Privacy and Electronic Communications (EC Directive) Regulations 2003, and you will always have the opportunity to opt out.

6. How Long Will You Keep My Personal Data?

Due to the nature of recruitment, a significant number of candidates reconnect with our organisation periodically. It is not uncommon for this to occur years after we have placed them in a role. For this reason, your consent includes explicit consent to retain your personal details until you wish us to delete your records from our database or refrain from further engagement.

7. How and Where Do You Store or Transfer My Personal Data?

We will only store or transfer your personal data in the UK or elsewhere in the EU. This means that it will be fully protected under the GDPR.

  • We store all data in specific company applications unique to us
  • All application access is via secure password or biometric control
  • In line with our Data Retention Policy, your data is deleted once

a) we no longer have a relevant use for it
b) it has passed the relevant expiry date

8. Do You Share My Personal Data?

We will not share any of your personal data with any third parties for any purposes, subject to one important exception. In some limited circumstances, we may be legally required to share certain personal data, which
might include yours, if we are involved in legal proceedings or complying with legal obligations, a court order, or the instructions of a government authority.

If any of your personal data is required by a third party, as described above, we will take steps to ensure that your personal data is handled safely, securely, and in accordance with your rights, our obligations, and the third party’s obligations under the law.

9. How Can I Access My Personal Data?

If you want to know what personal data we have about you, you can ask us for details of that personal data and for a copy of it (where any such personal data is held). This is known as a “subject access request”.All subject access requests should be made in writing and sent to the email or postal addresses shown below.

There is not normally any charge for a subject access request. If your request is ‘manifestly unfounded or excessive’ (for example, if you make repetitive requests) a fee may be charged to cover our administrative costs in responding.

We will respond to your subject access request within 14 days and, in any case, not more than one month of receiving it. Normally, we aim to provide a complete response, including a copy of your personal data within that time. In some cases, however, particularly if your request is more complex, more time may be required up to a maximum of three months from the date we receive your request.

You will be kept fully informed of our progress.

10. Contact details

Contact us at [email protected]
Alternatively, you can contact us by writing to us at:
GDPR Compliance Officer
Recruit UK Limited
Newminster House
27-29 Baldwin Street
Bristol
BS1 1LT

11. Complaints procedure

If you have a complaint about the way your data is stored or handled by Recruit UK Limited, please
contact us at [email protected]
Alternatively, you can contact us by writing to us at:
GDPR Compliance Officer
Recruit UK Limited
Newminster House
27-29 Baldwin Street
Bristol
BS1 1LT

Escalated Complaints
If you remain unhappy with the handling of your data, you can complain to the ICO.
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

12. Changes to this Privacy Notice
We may change this Privacy Notice from time to time. This may be necessary, for example, if the law
changes, or if we change our business in a way that affects personal data protection.
Any changes will be made available on our website recruitukltd.co.uk

DIVERSITY POLICY

Inclusivity and fairness are of paramount importance to us. Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities. We will further develop our business culture to encourage, value and manage that belief. 

We intend to eliminate discrimination and encourage diversity amongst our workforce. Our aim is that our employees will be truly representative of all sections of society and each person feels respected and able to give their best.

Our policy purpose:

Not unlawfully discriminate because of the Equality Act 2010 protected characteristics of:

  • age
  • disability
  • gender reassignment
  • marriage or civil partnership
  • pregnancy and maternity
  • race (including colour, nationality, and ethnic or national origin)
  • religion or belief
  • sex
  • sexual orientation

 

Oppose and avoid all forms of unlawful discrimination. This includes:

  • pay and benefits
  • terms and conditions of employment
  • dealing with grievances and discipline
  • dismissal
  • redundancy
  • leave for parents
  • requests for flexible working
  • selection for employment, promotion, training or other developmental opportunities

 

Who is responsible for equal opportunities?

Achieving an equal opportunities workplace is a collective task shared between the employer and all its staff. This policy and the rules contained in it, therefore, apply to all staff of the employer irrespective of seniority, tenure and working house, including all employees, directors,

consultants, trainees, homeworkers and fixed-term staff and any volunteers or interns (referred to as staff).

All staff have a personal responsibility to ensure compliance with this policy, to always treat colleagues with dignity, and not to discriminate against or harass other members of staff, visitors, clients, customers, suppliers and former Recruit UK, employees.

Managers and Directors must take all necessary steps to:

  • Promote the objective of equal opportunities and the values set out in this policy.
  • Ensure that their own behaviour and those of the staff then manage complies in full with this policy;
  • Ensure that any complaints of discrimination, victimisation, or harassment (including against themselves) are dealt with appropriately and are not suppressed or disregarded.

Our Commitments

  1. Encourage equality, diversity and inclusion in the workplace.

  2. Create a working environment free of bullying, harassment, victimisation, and unlawful discrimination, promoting dignity and respect for all, and where individual differences and the contributions of all staff are recognised and valued.

    This commitment includes training managers and all other employees about their rights and responsibilities under the equality, diversity, and inclusion policy. Responsibilities include staff conducting themselves to help the organisation provide equal opportunities in employment, and prevent bullying, harassment, victimisation, and unlawful discrimination.

    All staff should understand they, as well as their employer, can be held liable for acts of bullying, harassment, victimisation, and unlawful discrimination, in the course of their employment, against fellow employees, customers, suppliers and the public.

  3. Take seriously complaints of bullying, harassment, victimisation and unlawful discrimination by fellow employees, customers, suppliers, visitors, the public and any others during the organisation’s work activities.

    Such acts will be dealt with as misconduct under the organisation’s grievance and/or disciplinary procedures, and appropriate action will be taken. Particularly serious complaints could amount to gross misconduct and lead to dismissal without notice.

    Further, sexual harassment may amount to both an employment rights matter and a criminal matter, such as in sexual assault allegations. In addition, harassment under the Protection from Harassment Act 1997 – which is not limited to circumstances where harassment relates to a protected characteristic – is a criminal offence.

  4. Make opportunities for training, development, and progress available to all staff, who will be helped and encouraged to develop their full potential, so their talents and resources can be fully utilised to maximise the efficiency of the organisation.

  5. Review employment practices and procedures when necessary to ensure fairness, and also update them and the policy to take account of changes in the law.

  6. Monitor the make-up of the workforce regarding information such as age, sex, ethnic background, sexual orientation, religion or belief, and disability in encouraging equality, diversity and inclusion, and in meeting the aims and commitments set out in the equality, diversity and inclusion policy.

    Monitoring will also include assessing how the equality, diversity and inclusion policy, and any supporting action plan, are working in practice, reviewing them annually, and considering and taking action to address any issues.

Agreement to follow this policy

The equality, diversity and inclusion policy is fully supported by senior management at Recruit UK.

Details of Recruit UK’s grievance and disciplinary policies and procedures can be found in the employee’s handbook. This includes with whom an employee should raise a grievance – usually their line manager.

Use of the organisation’s grievance or disciplinary procedures does not affect an employee’s right to make a claim to an employment tribunal within three months of the alleged discrimination.

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Achieve your career goals

Once you have the knowledge, soft skills, practical skills, and qualifications needed for pursuing a career in Financial Planning, we will provide you with guidance toward a suitable path to follow to achieve your career goals.
 
You can confidently apply for job opportunities with a high-quality CV knowing exactly where you sit within the market with inside intel about salary expectations, buzzwords for specific leading firms and referrals from experts you will meet along the way. You will also have the opportunity to utilize the Financial Planner Life recruitment services, giving you further specialized advice and putting you forward for roles which align with your intrinsic values and career goals.
 
Don’t put it on hold, join the community today and discover your potential.
[Join]

Discover your path.

We understand that there isn’t a one size fits all approach to a career in financial planning, which is why we are here to make sure that you’re taking the right route into the profession.
 
We’ve calmed the process down so you can stay within your current company, start studying towards your qualifications and begin to get a real understanding of what the landscape of financial planning looks like in respect of your career.
 
Whether you have aspirations of being an employed adviser, running your own business or doing a more back-office focused role such as compliance, we can help guide and support you down the right path, matching your experience, your network and your intrinsic values.

Uncover your potential.

It starts with taking your qualifications and what we do within the community is support you to pass your qualifications first time. The Financial Planner Life community is all about supporting people’s different learning styles and taking into consideration life’s commitments such as finances, family and existing employment.
 
We believe in offering a personalised learning experience, which is why our program includes study support for industry-recognised exams. Our aim is to ensure that you are well-prepared to pass exams such as the CII-regulated diploma in financial advice, the CII Certificate in Mortgage Advice and the CII Certificate in Paraplanning.
 
Train to become a financial planner with the use of online resources, networking within the community with well-established professionals as well as frequent webinars and Q&As with Sam Oakes and industry-leading professional guests.
 
[Download the full academy prospectus here]

Connect with the Community

Welcome to the Financial Planner Life Academy where well-being, honesty and transparency are at the heart of what we do.
 
We’re here to support you on your journey into a career within the financial planning profession. Whether that’s administration, paraplanning, financial advice or even mortgage advice. Our expert trainers and community will support and educate you and train you to A, pass your qualifications and B, make the right decision about your first employment in the financial planning profession.
 
It could be going down the route of being restricted, or becoming an IFA, you may even have aspirations of running your own business! But what does that look like?
 
We understand that from the outside looking in, it can be daunting to find the correct route into the profession to become a financial planner. The Financial Planner Life Academy is completely independent, allowing you to connect with hundreds of financial planning professionals with different backgrounds, at all levels of experience.
 
You will learn all about the different options you can take, mentored by a diverse mix of professionals so you are equipped with the essential toolkit to be able to make an informed decision about your career path within financial planning.

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