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 variety each week. Financial planners, business owners, paraplanners and back-office staff all have their own stories to share, and The Financial Planner Life Podcast is a platform for them to talk about their personal and professional journeys.  

The podcast covers a multitude of topics, from mindset and motivation, health and well-being 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 planner, or you’re curious about learning more about this brilliant sector, we urge you to give the podcast a listen.

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About The Host

Sam Oakes is the host of The Financial Planner Life Podcast. He currently sits as Director at Recruit UK, who since 2008 have been supporting leading national and global financial services 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.