Elena is joined by Financial Adviser & Vouched for 2021 Top Rated Adviser Nikki Pipping from Collective Financial Planning Ltd.
Nikki specialises in divorcees, helping women to plan their financial futures. She is able to offer that personal touch because she has lived through this experience herself. This is the key to building trust and rapport with her clients and ultimately why she is so successful. As well as the importance of client trust, Elena and Nikki also talk about the power of LinkedIn as a relationship-building tool and why firms will benefit from a diverse workforce in terms of age, gender and race.
How you can use your personal experiences to add value and help others.
The importance of soft skills and building strong relationships.
Why progressive forward-thinking financial planning firms need to look at the age, race and gender profiles of their financial advisers.
What problems divorced woman face
Essential characteristics of a financial planner.
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.