What is your role?
What do you do in a typical working day?
Usually some admin, chasing information I am waiting for and making sure my client cases are up to scratch, but I like to spend as much time out visiting clients.
What made you choose an apprenticeship / graduate scheme?
I didn't do an apprenticeship, but I did do some training with NextGen Planners which was invaluable, and who now offer a training contract for people with no experience in the profession.
How did you get into the profession?
I don't think the profession is very widely known, and I would never have even considered it had it not been for a family member who is a financial adviser.
What would you say to someone that doesn’t have much of an understanding of the Personal Finance profession?
Check out the open university online, they have some free online courses on different aspects of personal finance. Also visit the NextGen Planners and the Personal Finance Society websites for more information about the profession.
What do you enjoy most about your job?
I love going out and meeting people and helping them to realise their dreams. Contrary to what people think, being a financial adviser is much more about talking to people than sitting crunching numbers.
What career progression have you had so far?
I have moved from being an administrator for another financial adviser, to becoming one myself and looking after my own clients.
What do you need to be successful in your role?
I think there are many skills needed by a good financial adviser, but the most important is that you are a good listener, to really understand your clients, which will allow you to design a financial plan that can really help them.
Have you taken any professional qualifications?
I have taken all the exams to achieve the regulated Diploma, units R01 to R06 in regulated financial planning, but I am now working towards the advanced diploma to achieve Chartered status. I wish to achieve Chartered status as quickly as possible as this is a well recognised benchmark of professionalism.
What have been your career highlights so far?
Achieving my Diploma in only 8 months, and more recently gaining competent adviser status to be able to give advice on my own, without supervision.
Would you recommend the profession to a young person making career choices? Why?
I would recommend the profession 100%. It is a fantastic job where you get to meet interesting people and help them achieve their goals, and we are in dire need of more young people in the profession. You do need to do exams, but don't need to go to university if that’s not your thing, and all the exams you do are relevant to the job.