This week Elena is joined by Ross Mackie, Chartered Financial Planner at Woodgate Financial Planning (part of the Chesterton House Group). We cover Ross’s professional journey plus we focus on career progression and how employers could/should support this.
Ross highlights the great work that Chesterton House are doing to invest in their staff and explains how this can be even more important than customer care. A loyal, happy workforce will always go above and beyond for their clients.
How Ross became the financial planner that he is today
How he transitioned to financial advice from Paraplanning
Virtual vs client-facing
How does Chesterton House help with employee career development?
What financial planners should learn before facing clients
The importance of treating staff and clients well
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.