This week’s guest is the amazing Cathi Harrison, the CEO of the Verve Group, a collection of companies that provide outsourced paraplanning, compliance, and training for financial planning companies
.Cathi shares her career journey from starting as an employed administrator, progressing to paraplanner, deciding to go freelance, and eventually setting up and running a group of companies that hire over 40 staff!
I really enjoyed recording this, Cathi is so honest and a must-listen for any current business owners or entrepreneurs looking to set up their own company.
We cover:
The challenges of setting up your own outsourced paraplanning company, 1st-year struggles, business development, and working out of your front room on a budget of £3000!
Graduate vs experienced hires, how Cathi found the right balance with 80% of her staff coming through the inhouse graduate scheme. great share.
The type of candidate that best suits an outsourced paraplanning role.
The benefits of outsourcing paraplanning and how Apricity are changing the face of compliance with the help of technology.
As per usual do let me know your thoughts about the podcast by leaving a review or comment. you can connect with Cathi here and check out the verve group here
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON!
Below 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/
2021 Financial planning Salary Guide
https://recruitukltd.co.uk/recruit-uk-salary-survey-2021/
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 out.