This week’s guest is Jonathon Jay – Associate Director level Financial Planner at Investec Wealth.
Jonathon is a prime example of how ambition, hard work, self-belief and a clearly defined goal can propel your financial planning career forward within a short space of time.
Jonathon didn’t leave school with the greatest of A-Levels and didn’t go to University. However, this didn’t stop him from achieving his Level 4 DipFA within 7 months and Chartered by the age of 26. Yet again, proving that your school grades do not define your future.
Jonathon takes us on a career journey from an Administrator role in Dubai to Trainee Paraplanner for a small boutique firm in the UK to eventually becoming a Director level Financial Planner with Investec at the age of 29.
Why you shouldn’t dismiss paraplanning as a route to becoming a financial planner.
How to self-promote and take control of your career development.
How humility and stripping away entitlement is key to a fulfilling and rewarding career.
What to expect from an HNW financial planning career and why being Chartered is a must.
The benefit of attending over 100 Client meetings before giving any advice.
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.