Laura Dean - An Insight Into What Operational Roles Are

This week Elena is joined by Laura Dean, Operations and Marketing Director of Balance Wealth Planning. Laura shares her career journey with us and gives us some great advice on how you can navigate different career paths within the financial profession.

In particular, she focuses on marketing and operational roles. Laura gives us an insight into what these roles entail, who would be a good fit for them and why these roles are important for all firms. She also stresses the importance of staff wellness and tells us how Balance Wealth Planning go about retaining a happy & loyal team.

We cover:
How Laura has navigated her way through different roles within the profession
Advice for anyone thinking about an operational role
Why a firm would need an operations director and when they should be employed.
Transferable skills within the financial profession
Staff wellness and retention

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/

Financial planning Salary Guide https://financialplannerlife.com/the-recruit-uk-salary-guide/

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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