Tom Hopson - Being Young In The Financial Planner Industry

This week Elena is joined by Chartered Financial Planner Tom Hopson from HFMC Wealth LLP. Tom faces a particular challenge in his career, he’s young! Did you know that 58% of financial planners are due to retire within the next 10 years!? This means that young planners like Tom are rare and more will be needed to fill the gap.

Tom shares with us the challenges that he faces as a young financial planner, and how he overcomes these challenges, plus he even gives advice to young people hoping to get into the profession. We also discuss how money seems to be a taboo topic and the only way to financial prosperity is to talk about it!

We cover:
The importance of career guidance/mentorship.
Barriers that a young financial planner faces & how to overcome them.

Imposter syndrome
How to build rapport with your clients.
Advice for any young aspiring financial planners.

Why wealth management firms need young advisers.

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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