My guest this week is Nathan Smith who is a Financial planner from Mattioli Woods.
Full of gratitude for his employer and passion for the industry, Nathan is a classic example of what can be achieved when a financial planning firm invests in training and development for entry-level candidates.
Nathan left college at the age of 19 to pursue a career in financial planning, he is now 27 years old a qualified financial planner, and working towards his chartered exams.
Hints and tips on how he passed his level 4 exams in 7 months!
The benefits of a clear career structure.
Why starting in an entry-level role helped build his confidence and greater respect for the financial planning process.
The importance of client relationship managers for continued customer service.
How mentors, teammates and on the job, learning has helped him build confidence in the role.
How he uses Linkedin to generate new clients and build stronger relationships.
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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.