A Day in the Life - Financial Adviser in London (what really happens)
ฝัง
- เผยแพร่เมื่อ 28 พ.ค. 2024
- #financialadviser #london #personalfinance
✅ RESOURCES FOR FINANCIAL PLANNERS
www.principlespersonalfinance...
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WORK WITH ME - ✅ 📝
I am a Chartered Financial Planner providing financial planning services in the UK. I help people retire earlier, make the most of their finances, protect their families and save taxes. If you would like to find out more about working with me, please follow this link:
www.videoask.com/f07zk2hd8
Thinking of working with a Financial Planner but not sure yet? CLICK on the below we see the big questions you should be asking before you decide. 🤔
www.principlespersonalfinance...
*Sorry about the sound at the start. 🔈 Just for transparency, the offices 🏢 I filmed the opening scenes are not the same location as the offices for the company I work for. I decided it would be easier to film somewhere out in London.
**When I say the 'good work' at 7.24 I mean what I consider the high impact, face to face stuff with clients.... not that compliance is not good work. 🙃😉
TIMECODES
0:00 - A day in the life - financial adviser in London
0:34 - My background
1:00 - The activities that make up a day
3:07 - How this changes over your career
4:10 - The diary changes
5:06 - A typical day
7:20 - The support roles
8:11 - Chasing providers :)
9:08 - The rest of the day
10:04 - Working in London
10:48 - For all aspiring Financial Advisers
A BORING BUT IMPORTANT DISCLAIMER:
This channel provides information on general financial planning. It is for educational purposes only and does not constitute financial advice. Unless you take regulated financial advice only YOU are responsible for your own decisions therefore we cannot be responsible for any action or inaction you take. Please take advice specific to you before making any decisions. Principles Personal Finance is an educational channel and is not affiliated with my employer. As such views are stated are individual and should be seen as such.
Investment involves risks. The investment return and principal value of an investment may fluctuate so that an investor's portfolio, when redeemed, may be worth more or less than its original value. Past performance is no guarantee of future results. The information provided in this presentation has been compiled from sources believed to be reliable and current, but accuracy should be placed in the context of the underlying assumptions.
A WARNING
There are some scams on TH-cam where a profile image is copied and then used to promote cryptocurrency scams and all that nonsense. I will never, ever, contact you selling any investment product or service. I would never do that, am not allowed by regulation and it goes against the intention of this channel to educate and inform.
Thanks for another excellent video. Keep up the good work.
Thanks James, very grateful for your support and watching 🙌
What a great video, it made me smile as I can relate to the providers phone calls.
Thank you 🙌. It's a never-ending struggle!
Awesome video. Thanks 👍🏿👍🏿
Thanks for watching, you're welcome! 👍
Brilliant video thanks George! 👍 it’s great to see some of the day to day stuff and personally I’d love to see more of this sort of thing. Thanks for taking the time to make it despite being so busy. I have recently passed my R01 exam so this content is very well timed. Oh and I drive a hairdressers car as well! 😂👍
😂😂 thanks. Originally this type of content worked well for the YT algorithm. It does not seem to like it now!
I will try and walk the line between personal finance, pensions and financial adviser stuff. 👍
Appreciate the support 🙌
Very insightful thanks for making this video
You're welcome, thanks for watching 🙌
Brilliant 👏
Haha! Loved the chasing providers bit, I can relate to this so much. I have the Aviva switchboard song seared into my brain!
🙃 thanks for watching. Yes, I know what you mean on the Aviva switchboard!!
Great video really helpful
Thanks, appreciate you watching 🙌
Thanks for providing the first video of what a financial advisor actually does. So sick of the videos stating "day in the life of a financial advisor" and then just show themselves waking up and and eating.
Excellent Video!
Thanks Paul!
Really helpful video. Currently studying to become a paraplanner. If you could do a more detailed video on that I’d be very grateful. Love your channel and the genuine and helpful content 🙏
Thanks for watching and your support, greatly appreciated! 🙌
Great video
Thanks Stuart 🙌
Thanks very much, George. Your blend of creativity and knowledge lends itself well to your profession, and I am sure your clients feel lucky to have you as an Advisor. It's fun following you along on your journey through TH-cam.
Thanks David, as always, really appreciate your support! Been following since the start of my journey and I'm very thankful for that! 🙌
@@PrinciplesPersonalFinance My pleasure, George!
FINANCE ADVICE HELPTINE LIMIT КОМПОНИЯ ТОРГОВЛЯ есть или нет. ЭТО КАКИЕ КОМПАНИЯ?
Wow finally a direct video which isn’t a video of walking and eating also loved the phone part 😂
Thank you! 🙌
That's exactly what I was aiming for as in being helpful and only marginally self-indulgent! 🙃 Appreciate you watching.
Brilliant loved the video i am currently one of those people that answer the phones and pass financial advisers on 😂 really insightful to watch this as qanting to get into paraplanning and once im ace at that advice
Thanks for watching, wish you the best in the profession! 🙌
This is an outstanding video, really paints a clear picture about what to expect day to day while being down to earth and not taking yourself too seriously. Really, thank you very much.
For the qualifications is there someone you recommend for the training online? I'm not the best sit down and read a book person and react much better to audio and videos with a person talking etc
Thank you! Grateful for you watching and your support.
I used Expert Pensions for my AF exams who do both study days and video learning. I know the CII do paid training days but I never used them. Hear they were ok (not brilliant, but ok.) I also used Brand FT for some tests which can be useful, unsure if they do face to face.
Beyond that, the majority was learning on the job and studying in my own time. I'm sure there are lots of other in-person routes that I will have not mentioned there though.
Wish you all the best with your studies.
First time discovering this channel and look forward to finding some more content 👌 I’m studying for CeMAP and have been wanting to get into financial services for a while. Had some experience as an Admin but the repor with my colleagues let me down so decided to leave finish my studying and go back into it.
In the long term I’d love to do more advanced financial planning 👍 subscribed
Welcome to the mighty profession and thank you for watching the content!
The journey is long but it's well worth it! 🙌
@@PrinciplesPersonalFinance thank you for the motivation! :)
I’m looking to get into the trade.. it’s quite difficult as I’m not a graduate 😢… big firms don’t even bother training you up
Thank you for sharing your experience. It is very useful for people like me who have just obtained the DipFA diploma and want to learn more about the profession. It is interesting that everybody mentions the lack of Financial Advisors and that nearly 50% of the current advisors will retire in the next 5 years. However, it is very difficult to find the right opportunity. It is kind of a contradiction. Do you have any advice on how to get a foot in the industry?
You're welcome. Yes, there is a page on my website which addresses this specifically and provides some resources and FAQs:
www.principlespersonalfinance.co.uk/resources-for-financial-planners
Can you advise on what industry qualifications you need to work towards a FA role?
Yes, it's called the Level 4 Diploma.
See this
www.principlespersonalfinance.co.uk/resources-for-financial-planners
&
th-cam.com/video/pPuws55D3q4/w-d-xo.html
What do you think about being an appointed rep of someone like SJP, Quilter or Openwork?
Hi, thanks for watching. For me I've always wanted to be an independent adviser and I feel some of the restricted larger firms offer more sales-type roles where you are there mainly to plug their funds, which are often quite expensive. So not for me.
I do however fully appreciate that many have to start somewhere and there's nothing wrong with these roles. On my website link I address some of the issues in trying to find the right firm which may be very challenging at the start of your journey.
All the best, George
Whats the average yearly income from each client?
That question doesn't make any sense. What are you trying to understand?
@@PrinciplesPersonalFinance Each of your client pays a AUM fee, which is a income.
I'm trying to ascertain what a realistic figure is based on industry benchmarks for the income received per client and income received per year operating as a Financial Advisor.
So e.g. self employed FA year 1 =x, 20 clients.
FA year 2=, x, 35 clients.
Etc.
are you employed or self employed?
Employed
cool vid man i just completed my first week as a financial adviser apprentice
Nice work and welcome to the profession! Thanks for watching 🙌