Learning on the job rather than university - Financial Planner & MD Jasmine Lambert


Manage episode 300315744 series 2901742
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This week Elena is joined by Jasmine Lambert, Chartered Financial Planner & Managing Director of family run Redwood Financial. Jasmine is proof that you don’t have to go to university to have a successful career within financial planning, there is huge value in getting work experience and learning on the job instead. Jasmine shares her career journey with us, how she believes that family run businesses can be inclusive to everyone plus she gives us some top tips on building confidence and nailing client meetings!

We cover:

  • What it’s like being a young female financial planner
  • The transition from a financial planner into management
  • Practical learning vs theory. What you can’t learn in a textbook
  • Getting client facing experience
  • The power of visualisation
  • How to encourage more students/young people to join a wealth management firm

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://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/
2021financial planner salary guide Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/
If you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam@financialplannerlife.com 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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