This week Sam is joined by Marie Smith, Relationship Director at Cooper Parry Wealth. Marie was recently promoted from a Paraplanning manager to her current position and we talk about the lack of females in leadership roles within financial planning. It’s predicted that 53% of UK millionaires will be female by 2025. That’s a lot of wealth that women will need advice on and who will they seek this advice from when currently less than 15% of financial planners are female? This represents a fantastic opportunity for any budding female financial advisers out there and Marie’s success will surely be an inspiration to many.
We even get the opportunity to talk about the Foo Fighters so what’s not to like? There’s something for everyone at the Financial Planner Life Podcast!
How wealth distribution between men and women is changing.
Book recommendations for career development.
The importance of mentorship and how to find a mentor.
Inspiring the next generation of female financial planners.
Learning & development and how Cooper Parry has supported this.
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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.