In episode 6 of the financial planner life podcast, I talk to Simon Parfitt about his financial planning career, starting at the age of 23 in Amsterdam to becoming a founding partner and money coach in one of the few fee-based financial planning firms in Hong Kong.
Simon is a big advocate of life centred financial planning, in fact, Pyrmont is the only firm in Hong Kong offering this approach to financial advice, and it’s hugely refreshing to see an offshore firm adopt this model.
We cover:
Life centred Financial Planning, the benefits of being the only company in Hong Kong offering this service.
Why Hong Kong is a big contender when looking for an offshore financial planning role.
Why there is a niche of clients with $1,000,000 investable assets looking for advice in Hong Kong
HENRY – High earning not rich yet, why this is part of his strategy
What you can realistically earn in year 1 and why you should choose self-employed over-employed when working offshore.
Why Hong Kong and Pyrmont are perfect for an experienced financial planner from the UK or Australia.
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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
https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/
2021 Financial planning Salary Guide
https://recruitukltd.co.uk/recruit-uk-salary-survey-2021/
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.