“As a Financial Planner you are not trying to sell a thing; you are trying to solve a problem”
I love this quote from Chartered Fellow Richard Mikdadi, a partner at Tilney.
I’ve known Richard for over a decade – we sat opposite each other when we both worked for Aviva. I knew back then that he was destined for great things, and that day came when he got to be a guest on The Financial Planner Life podcast.
Joking aside, Richard was a fantastic guest who shares some absolute gems about a hugely successful career in UHNW financial planning.
Not one to be missed!
The benefits of being a Chartered Fellow, both for the planner and clients.
Financial Planning for UHNW clients: is a different skill set required?
Why understanding your clients’ hopes, dreams and fears will make you a better financial planner.
Teamwork makes the dream work: why surrounding yourself with experts is a must.
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.