From Graduate to Chartered Financial Planner & what I do in the paraplanner club - Matt Finch

Financial Planner Life Podcast

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From his humble beginnings as an administrator to his current role managing a client book as a financial planner in an investment Managment company , Matt's journey is nothing short of inspiring.
He offers invaluable insights into the importance of a holistic, personalised approach to financial planning, and shares his experiences working with a diverse array of clients, from high net worth individuals to the mass affluent. Learn how Matt balances the demands of investment management with comprehensive financial planning.
Ever wondered about the critical role of paraplanner in the financial planning profession?
Matt Finch sheds light on the multifaceted challenges these professionals face, from managing hefty workloads to tackling ongoing professional exams.
Discover the essential contributions paraplanners make to advisory businesses and why their value in the profession should be recognised and rewarded.
Hear about the supportive communities like the Paraplanner Club, which provide networking opportunities and foster professional growth among paraplanners and administrators.
If you're contemplating a career in financial planning or looking to advance within the field, this episode is a must-listen. Matt discusses career progression, from administrative roles to financial advice positions, and the significance of mentorship programs in facilitating these transitions.
Whether you're re-entering the workforce or navigating firm consolidations, Matt's advice on clear career pathways and development plans will guide you toward success.
Plus, learn about the role of academies in accelerating career advancement and how mentorship can be a game-changer in your professional journey.

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Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.

With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs

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Разделы

1. Financial Planner Career Journey and Advice (00:00:00)

2. Navigating Challenges as a Power Planner (00:12:53)

3. Navigating Career Development in Financial Planning (00:18:33)

4. Power Planner Career Progression and Transition (00:22:22)

5. Transitioning From Power Planner to Advisor (00:26:51)

6. Mentorship for Financial Planning Progression (00:34:58)