Lots of people ask me ‘What’s the best route to becoming a financial planner? should I start as an IFA administrator and work my way up to paraplanner and then step into the role of a financial planner, or should I jump straight into a trainee financial planner role?
This week’s guest on the financial planner life podcast is the recently level 4 qualified Hanna Hunt from Radcliffe & Newlands believes that starting as an IFA administrator is the best route to becoming a financial planner.
I Loved talking to Hanna about her journey from IFA administrator into Paraplanning and moving towards her next goal of a financial planner.
Hanna clearly loves what she does, she’s a fantastic role model for young women who are considering a career in financial planning.
She had a respect for every job role in financial planning, and deep gratitude for those that have helped her on her journey to becoming a financial planner.
Why when you have a goal of becoming a financial planner you shouldn’t dismiss starting as an IFA administrator.
The differences between IFA admin and paraplanner, and what to expect in each job role.
The importance of a good mentor, and why on the job experience whilst studying for your level 4 is the way forward.
Smashing the stereotype that working in financial planning is boring, instead, it’s a problem solver’s dream job!
Not everyone passes their exams in 7 months, and that’s OK! We talk about what the Cii route is like and why taking your time isn’t a negative!
An outline of the route from IFA admin to trainee financial planner.
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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
2021 Financial planning Salary Guide
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.