In this weeks episode Sam is joined by Mel Abplanalp from Buckingham Gate Chartered Financial Planners.
Mel is the head of operations at Buckingham Gate, she has had an unconventional but incredibly important career journey that has led her into this, the perfect role for her skillset and personality.
Mel has jumped around a little bit in her career, but as we established on the podcast, that’s not always a bad thing. It’s great to gain experience at different companies in different roles.
Mel has tried both Financial Planning and Paraplanning, but it was after skilfully dealing with an unpredictable bit of company chaos and the resonating words from a keynote speaker that she realised the operations route was her true calling.
This is a fantastic episode for anybody that’s at the beginning of their journey, or perhaps stuck in rut within their current role. You’ll get invaluable insight into the pros and cons of multiple role experience and why you aren’t as stuck as you may think!
As the profession grows the need for those in operation roles will also increase, I wonder how many people sitting in paraplanning, or advice roles would be more suited to operations?
We also cover
– The conversation she had with her director about moving into operations
– How she reviews her career journey, and what you can do to find out if you are in the right role for your skillset.
– Deciding where to work, do they align with you values?
– Overview of what an operations manager does.
– Client facing experience, why the customer journey and experience is everything.
– Up and coming tech for the financial planning profession.
00:00:00 | Intro
00:00:40 | Setting working hours and boundaries
00:01:39 | The other important roles in Financial Planning
00:03:00 | Mel’s career journey
00:07:24 | Deciding between the Para Planner or Adviser route
00:09:50 | The importance of face to face client meetings
00:15:55 | Did the experience in IFA open your mind to a higher level of service?
00:18:22 | Did the pressure of how to start as a Financial Planner cause the move into Para Planning?
00:20:55 | The move into Para Planning
00:24:05 | What about this adviser made you interested in Financial Planning
00:26:19 | Can you be too friendly in a client meeting?
00:27:36 | Jargon heavy meetings
00:32:08 | Deciding where to work
00:41:06 | Try different roles to find what fits
00:47:29 | Overview of the operations role
00:54:44 | Upcoming tech we should take note of for Financial Planning
00:58:50 | Career development
01:02:10 | Networking events
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