This week’s guest on The Financial Planner Life Podcast is Jessamy Walker a Chartered Financial Planner and MD of Brown Dog Financial Planning Ltd 🐶
Jessamy shares her career journey from counting sea urchins as a marine biologist in Kenya, to working as a Stockbroker in the city and eventually running her own financial planning practice.
Jessamy has vast experience of working within #financialplanning in varying roles, starting out as what she describes as a “posh paraplanner” and eventually taking the leap into #financialadvice in the pre RDR world.
What we like about Jessamy is that she wasn’t afraid to take risks in her career, always looking to try something new and expand her knowledge and experience. 🦸
We cover:
Why being an appointed representative is the right choice for Jessamy.
The negatives of being self-employed under someone else’s brand.
The benefits of #financialplanners investing in SEO to help attract new clients.
How reaching out to other financial planners will help you grow quicker.
#paraplanning and administration support, is this the best route to financial planning?
The benefits of being part of a network, and outsourcing ASAP!
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.