This week Sam is joined by Susie Laws, co-owner and director of Fiducia Wealth Management. Susie is a Chartered Financial Planner, a fellow of the PFS and she is also a 2 x Financial Adviser of The Year winner (East Anglia and the Midlands) in the Women in Financial Advice Awards, wow!
Today we talk about her career journey, from Paraplanner to Co-Owner of her own firm. Susie also shares the biggest challenge she has faced as a woman in the profession, creating a great company culture plus tips on wellbeing in the workplace.
We cover:
Susie’s impressive career journey
How to attract and retain the best talent
Women in leadership roles
Having children and a career
Entrepreneurial motivation
A fantastic episode and an awesome guest this week. Special thanks to Susie for joining us and sharing her journey.
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 https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/
2022 Financial planning Salary Guide https://recruitukltd.co.uk/the-recruit-uk-salary-guide/
If you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam@financialplannerlife.com 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!