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This week Sam is joined by Natalie Cooke, a Paraplanner from Iron Market, to chat about her career journey from an administration role to Paraplanning. More importantly, we talk about self-confidence and self-belief. How much of that do you need to get ahead in the financial planning profession? Do you have confidence in your employer to support you on your career journey and do they have a personal development & mentorship programme? Natalie thinks that this support is vital to moving your career in the right direction, without this it’s easy to stagnate in a role that you’ve fallen out of love with.

We cover:
???? Natalie’s career journey
???? What does an administrator role entail?

???? How Iron Market is supporting career progression
???? What firms can do to attract more females into the financial planning profession
????Advice for someone who wants to move on up in their career

Chapters:
01:30 How did Natalie get into the financial planning profession?
03:15 Natalie moved on to an administration role. What tasks was she doing?
07:20 How important was her administrator role to her career today?
12:14 Without the goal of becoming a financial planner did Natalie spend too long in her administration role?
16:51 Why does Natalie like Iron Market?
26:35 Advice for anyone who feels like they’re stagnating in a role.
29:20 How does Natalie like her Paraplanning role?
34:43 Natalie’s career goals
36:52 What can firms do to attract more females into the financial planning 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 Planning Qualifications guide
https://financialplannerlife.com/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/

2021 Financial planning Salary Guide
https://financialplannerlife.com/recruit-uk-salary-survey-2021/

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 qualification and looking for an entry role into financial planning please also reach out.

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Achieve your career goals

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.
 
You can confidently apply for job opportunities with a high-quality CV knowing exactly where you sit within the market with inside intel about salary expectations, buzzwords for specific leading firms and referrals from experts you will meet along the way. You will also have the opportunity to utilize the Financial Planner Life recruitment services, giving you further specialized advice and putting you forward for roles which align with your intrinsic values and career goals.
 
Don’t put it on hold, join the community today and discover your potential.
[Join]

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]

Connect with the Community

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.

Apply for this position - Natalie Cooke – A Clear Career Progression Path In Paraplanning

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