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Graduate to Chartered Fellow, Emma Halls Financial Planning Journey

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This week Sam is joined by Chartered  Fellow and Financial Planner, Emma Hall from 75point3. 

In this episode, we hear about Emma’s career journey within the financial planning profession,  knowing nothing about financial planning and coming from working-class family background, Emma was the first female in her family to go to university where she studied psychology and criminal justice by her own admission felt she could’ve done better, however, she graduated university and wasn’t sure what she wanted to do next, she came across a graduate financial adviser scheme, applied and got the job! 

like so many, she kind of fell into the role, fast forward 16 years  Emma is now a Chartered Fellow, today she shares with us why joining the profession was the best decision she ever made.  
 
 We find out about her experiences as a woman in the Financial Planning profession how she overcame negative comments about her gender,  and how her step into Fellowship has helped her gain confidence, knowledge, and a deeper understanding of the benefits of being a female financial planner.   

We talk about why she chose the employed route and how she has managed her family commitments whilst continuing to excel and improve as a financial adviser.   

We also discuss the benefits of a flexible working approach, and how this approach needs to become normalised in employed roles.  We also talk about the digital world we live in, why advisers shouldn’t 100% rely upon digital methods to win clients,  and how traditional face-to-face methods work for her and will work for you! 

A fantastic episode jam-packed with Financial planning career gold!

we also cover 

  • interview red flags, and what questions to ask. 
  • how to handle pressure in an employed role
  • Are the younger generation missing out on essential skills
  • Being a working mother 
  • Journey to Fellowship

 
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 careers.     
      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.       

Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.

Check out the 2022 Financial planning Salary Guide here.   

If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to [email protected] or call 07854778712.    

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Once you have the knowledge, soft skills, practical skills, and qualifications needed for pursuing a career in Financial Planning, we will provide you with guidance toward a suitable path to follow to achieve your career goals.
 
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Discover your path.

We understand that there isn’t a one size fits all approach to a career in financial planning, which is why we are here to make sure that you’re taking the right route into the profession.
 
We’ve calmed the process down so you can stay within your current company, start studying towards your qualifications and begin to get a real understanding of what the landscape of financial planning looks like in respect of your career.
 
Whether you have aspirations of being an employed adviser, running your own business or doing a more back-office focused role such as compliance, we can help guide and support you down the right path, matching your experience, your network and your intrinsic values.

Uncover your potential.

It starts with taking your qualifications and what we do within the community is support you to pass your qualifications first time. The Financial Planner Life community is all about supporting people’s different learning styles and taking into consideration life’s commitments such as finances, family and existing employment.
 
We believe in offering a personalised learning experience, which is why our program includes study support for industry-recognised exams. Our aim is to ensure that you are well-prepared to pass exams such as the CII-regulated diploma in financial advice, the CII Certificate in Mortgage Advice and the CII Certificate in Paraplanning.
 
Train to become a financial planner with the use of online resources, networking within the community with well-established professionals as well as frequent webinars and Q&As with Sam Oakes and industry-leading professional guests.
 
[Download the full academy prospectus here]

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Welcome to the Financial Planner Life Academy where well-being, honesty and transparency are at the heart of what we do.
 
We’re here to support you on your journey into a career within the financial planning profession. Whether that’s administration, paraplanning, financial advice or even mortgage advice. Our expert trainers and community will support and educate you and train you to A, pass your qualifications and B, make the right decision about your first employment in the financial planning profession.
 
It could be going down the route of being restricted, or becoming an IFA, you may even have aspirations of running your own business! But what does that look like?
 
We understand that from the outside looking in, it can be daunting to find the correct route into the profession to become a financial planner. The Financial Planner Life Academy is completely independent, allowing you to connect with hundreds of financial planning professionals with different backgrounds, at all levels of experience.
 
You will learn all about the different options you can take, mentored by a diverse mix of professionals so you are equipped with the essential toolkit to be able to make an informed decision about your career path within financial planning.

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