Happy New Year from all of us here at the Financial Planner Life podcast. This week Sam is joined by Lisa Tipton, director of financial planning at New World Financial Group. Lisa shares her career path with us, from Paraplanning, to compliance, to now running her own firm. This is an interesting one because both Lisa and her business partner have a compliance background rather than a client-facing one. We dive deep into the role of a Paraplanner, Lisa explains how she is making financial planning inclusive for everyone, plus she shares some great insights & tips about starting a financial planning firm. A great episode for any aspiring entrepreneurs but particularly those currently in a Paraplanner role.
Lisa’s career journey
Quitting the safety of a job to go self-employed
A Paraplanner’s career path and timescales
A deep dive into the role of a Paraplanner
Coaching and mentorship
Making financial planning accessible for everyone
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.