This week Elena is joined by Bryce Clark, client services administrator at Wellington Wealth.
Today we talk about the importance of the administrator role to a business and your personal development. In Bryce’s opinion, this is a great way into the profession if you want to become a financial planner.
We also talk about Bryce’s Instagram account ‘Clark’s Financial Sparks’, and how it gives much-needed financial guidance to young people who otherwise wouldn’t receive it from wealth management firms.
At this young age, bad spending habits need to be addressed before they get out of control.
We also go into the psychological side of our relationship with money and Bryce admits where he was previously going wrong.
We also cover why we should encourage young people into the profession and how this will benefit the diverse clientele needing financial advice.
You can follow Bryce on Instagram here: https://instagram.com/clarksfinancialsparks?igshid=YmMyMTA2M2Y=
We cover:
- Starting from scratch and getting into the financial planning profession
- The importance of an administration role
- The perception of working in financial services vs reality
- Clark’s Financial Sparks Instagram account
- The psychological side of our relationship with money
- Encouraging more people into the financial profession
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 Planner Life Academies Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here
Are you searching for a new role within the financial planning profession? Click here for a free consultation
2022 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 qualifications and looking for an entry role into financial planning please also reach out!