Setting up a Directly Authorised Financial Planning Firm From Scratch! with Alexandra Vind | Financial Planner Life

Joining us today on the Financial Planner podcast is Alexandra Ervin, Director of Chapter House Wealth Management, and a chartered financial planner.

Alexandra has worked within the profession for an impressive 18 years, predominantly as a Paraplanner! So naturally we talk about her career, her moving around from company to company, what she learned along the way and why she now cannot work for anybody else.

We talk about how she set up her Financial Planning firm with her husband and went down the route of becoming directly authorised rather than the network route. She shares deeply about this journey, the sleepless nights, the high moments, the costs, the sacrifices, the time it takes and more.

This episode is a raw and incredibly honest look into what it takes to really make it within the Financial Planning profession. Absolutely. Fantastic conversation with Alexandra today. We hope you enjoy this episode.

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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 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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