🚨 Inspiring entry-level Episode 🚨
This weeks episode is with Joel Carter from Rathbones At 17 years old Joel Carter left the sixth form to pursue a career in financial services, like everyone else he was presented with obstacles to entry, but this did not deter him.
He was given the opportunity of work experience in an IFA practice; it was here that he met two Investment Directors from Quilter Cheviot that took the time to educate him about the roles within investment management & arranged some further work experience, this conversation & work experience was vital in giving Joel the confidence to apply for a 2-year apprenticeship with Rathbones Brothers.
At Rathbones Joel benefited from a structured apprenticeship and the years of experience passed down to him from mentors across the business and although he was not a naturally academic student, he found a passion and purpose within financial planning which was instrumental in helping him focus on passing his DipFA by 21 and Chartered by 23!
I loved talking to Joel, he was grounded and grateful for the support that he has received In the early stages of his career and we are both in agreement that apprenticeships are an excellent way to inspire and motivate that next generation of Financial Planners.
Joel, you are an absolute superstar!⭐
The power of apprenticeship, and what his two years looked like.
The role of a Client Services Executive
His proven strategy for passing DipFA and Chartered qualifications
Why mentors are so important, and why staying grounded and humble is a must.
Why you don’t need to go to University to land your dream job in Financial Planning.
How to get an apprenticeship in Financial Planning
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
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.