Today’s guest is Chanelle Pattinson an IFA from P&P invest Ltd, we talk about her journey as a young female in the financial planning profession and how being the only female her age at a PFS conference sparked the idea of creating an online community for young women in financial planning.
Chanelle is not out to man bash, she is hugely appreciative of the support and guidance received from men within the profession including her father who is also a financial planner, the community is about creating a space where women feel comfortable asking questions to a group of likeminded similar-aged women.
Collaboration, not a competition!
we also talk in-depth about the role of the paraplanner and how this can differ from company to company. Chanelle shares her personal experience of what she considers a true paraplanner and encourages those currently in the position to ask the question ‘am I a paraplanner or an administrator?’
Check out the Next Gen financial planning community and join the females in the financial planning under 30’s group here – https://nextgenplanners.co.uk/
To find out more about the females under 30 groups you can connect with Chanelle Pattinson on Linkedin – https://www.linkedin.com/in/chanelle-pattinson-dippfs-b6064496/
We cover:
Why working for multiple financial planning companies has been a positive for her career development.
How Next-Gen Planners has been instrumental in building her skills and confidence as a financial planner.
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.