What does a paraplanner do? Hanna Hunt explains the role of an IFA Administrator & Paraplanner

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  • เผยแพร่เมื่อ 14 ม.ค. 2025

ความคิดเห็น • 15

  • @karanpanesar3403
    @karanpanesar3403 2 ปีที่แล้ว +2

    Considering a switch from accountancy to financial planning for the very reason mentioned at 9:00

  • @nk9070
    @nk9070 4 ปีที่แล้ว +5

    Well done Hannah. I recall you helping me with lead generation at your previous employer down south. Great to see you thriving and you come across really well.
    Sam, really like your presentation skills. Great listener and truly engaged. Im an IFA myself and thought about doing something similar in terms of a podcast as no one really understands this industry and most (including myself) stumble into the industry. More info in schools and uni is needed- everyone knows what an accountant does! Keep doing what you're doing, I enjoy watching

    • @thefinancialplannerlifepodcast
      @thefinancialplannerlifepodcast  4 ปีที่แล้ว +1

      Thanks for the feedback, drop me a message on LinkedIn or sam@financialplannerlife.com and we can get you on the podcast!

  • @Astrology_Witch_DJ_Lifestyle
    @Astrology_Witch_DJ_Lifestyle 3 ปีที่แล้ว +2

    I'm so glad this channel exists 🎉🎉

  • @cheekychipolata
    @cheekychipolata 3 ปีที่แล้ว +2

    Considering a career change to financial planning. Having spent six years establishing a career in marketing, it would effectively mean starting again but this podcast covers a lot of useful info as to how and why to do it in my opinion. Thanks!

  • @selenya25
    @selenya25 3 ปีที่แล้ว +4

    Great session. I found it so insightful. I only disagree with studying for exams while working not before. Doing it before gives you a head start and allows you to focus on the job only, rather than splitting time btw work and study. But that's just me. I'm great at passing exams.

  • @maz8487
    @maz8487 3 ปีที่แล้ว +1

    Amazing podcast! Really insightful and useful x

  • @Shiraz186
    @Shiraz186 3 ปีที่แล้ว +2

    Great podcast, very useful insight into financial planning world! Will be sitting my R06 soon any tips on passing this one would appreciate it 👍

    • @thefinancialplannerlifepodcast
      @thefinancialplannerlifepodcast  3 ปีที่แล้ว +1

      thanks for the feedback, check out 'Bespoke Training Solutions' for all the hints and tips to passing R0 exams.

  • @MrPennstate2014
    @MrPennstate2014 3 ปีที่แล้ว +2

    "Hundred percent!"

  • @lovedlover2667
    @lovedlover2667 11 หลายเดือนก่อน

    😇

  • @Chuckles_27
    @Chuckles_27 4 ปีที่แล้ว +1

    links in description arent working

    • @thefinancialplannerlifepodcast
      @thefinancialplannerlifepodcast  4 ปีที่แล้ว +1

      Thanks for the heads up all working now!
      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
      recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/
      ---------------------
      Why we need more female financial Planners
      recruitukltd.co.uk/women-working-in-financial-advice/
      --------------------------
      Financial planning Salary Guide
      recruitukltd.co.uk/recruit-uk-salary-survey-2020/
      --------------------------
      guide to maximizing your career as a financial planner
      recruitukltd.co.uk/ultimate-guide-to-mapping-your-career-path-as-a-financial-adviser-2/
      ---------------------------
      if you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam.oakes@recruitukltd.co.uk or call 07854778712 or visit
      recruitukltd.co.uk
      you can also connect with sam Oakes on LinkedIn
      Listen and subscribe on
      Spotify
      open.spotify.com/show/6vdF54D6IfBGy20h6Xvt4k?si=zcBfsMBwTkiBp3YEN3D4aw
      -------------------
      Apple Podcast
      podcasts.apple.com/gb/podcast/the-financial-planner-life-podcast/id1505494249