This week Sam is joined by Sara Davies, a financial planner working on a self-employed basis for DWJ Wealth Management.
At the forefront of DWJ is a female and it’s very rare to have women in leadership roles within the financial planning profession so we talk about the benefits of this role model for Sara and the huge demand for more female financial planners.
This is a second career for Sara so we dig deep into why she chose to leave a steady career for financial planning and how she has found the journey so far.
Sara is also very open and honest about a bad experience in school which led her to believe that a career like this would be an impossible dream.
A fantastic episode for anyone wanting to change careers as well as any women who may be concerned about entering into a male dominated industry.
We cover:
- Sara’s career journey Overcoming setbacks to achieve your dream job
- The demand for more female financial advisors
- Tackling limiting beliefs, impostor syndrome and having an abundance mindset
- Who can afford a financial planner?
- Financial education in schools
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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!