Pursuing Progression in Your Financial Planning Career

This week’s guest on the Financial Planner Life Podcast is Ben Slater, Chartered Financial Planner & Director at Stephen Eve Financial Planning Ltd. Ben started his career straight out of education, as an apprentice client services administrator within a Financial Planning firm, moving into paraplanning after 2 years, before pursuing his qualifications and becoming a Financial Adviser. Ben undertook an apprenticeship in Financial Planning at a time where entering the profession was in no way a well-lit path, so Ben is in a position to offer some really valuable insight into how to effectively start your career in Financial Planning. We talk about the way in which the industry is changing for the better when it comes to early careers, and how starting to allow more accessible and inclusive options for getting into Financial Planning is the right way to inspire an influx of new talent.   After his time as an employed Financial Planner, Ben made the decision to become Self-Employed, which in itself presents a new set of challenges. Ben talks us through the journey, what to consider if you’re looking at your options for Self-Employed and how to take a calculated approach to this transition.  Time Stamps  00:02:21 | Ben's first years in Financial Planning 00:04:33 | What you need to enter as an Administrator 00:08:18 | Apprenticeship  00:10:40 | Exams and qualifications as an Administrator 00:13:40 | Speed of progression 00:16:01 | Nurturing employee's 00:17:44 | Employed to self-employed journey 00:21:07 | Client acquisition 00:23:00 | Building client connections 00:29:29 | Why going self-employed isn't scary 00:39:31 | How Ben makes money self-employed 00:42:36 | Is going self employed as a new academy graduate a bad idea? 00:52:42 | Quick wins for income as an Adviser 00:56:04 | How Ben caters to lower income clients Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereCheck out the 2023 Financial planning Salary Guide here. Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development.

Om Podcasten

Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their own story to share, and The Financial Planner Life podcast is a platform for them to talk about their personal and professional journey. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing all the way to diversity and inclusion. We approach each episode with the idea that it is going to educate and spark a conversation within the industry with topics that may not be openly discussed. So, if you are thinking of becoming a financial adviser, or you’re curious about learning more about this brilliant sector, we urge you to give the podcast a listen. The Host: Sam Oakes is the host of The Financial Planner Life Podcast. He currently sits as Director at Recruit UK, who since 2008 has been supporting leading national and global financial planning firms in finding the best talent. Prior to his career in recruitment, Sam has always had a passion for financial services and has been in the industry for over 15 years. He sees himself as a partner to the industry and wants to contribute useful resources such as this podcast to educate those further who are seeking advice and help about how to push their careers forward in this amazing industry.