This week’s guest on the Financial Planner Life podcast is Kris Amliwala from Designer Wealth Management.
Kris fell into the profession; he graduated from university with a pharmaceuticals and cosmetic science degree with no interest in moving into financial services.
However, his family have owned a financial advice practice for over 30 years and, when an employee was, unfortunately, ‘let go’, they asked Kris to help until they found a replacement.
Fast forward 10 years and Kris is still there!
(Some excellent recruitment from the folks!)
His route to becoming chartered and why he highly rates the Kinder institute of life planning.
Why he became an education champion for the personal finance society.
How to position yourself as a younger financial planner.
Why getting stuck into your financial qualifications straight out of university is a great strategy.
Why Next-Gen Financial Planners is a great financial planning community.
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.