Tips for getting a job in Financial Planning, with Sam Oakes & Jack Dudley a new Financial Planner!

What happens when you blend military precision with classroom teaching and then pivot to financial planning? Meet Jack Dudley, a former Royal Engineer and Secondary School educator, who shares his intriguing journey on this episode of the Financial Planner Life podcast.
Learn how Jack transitioned from the high-pressure world of teaching to a successful career in financial planning, leveraging his skills in numbers and relationship-building to redefine his professional path. Jack's story offers inspiration and practical advice for anyone considering a major career shift.
We pull back the curtain on the essential traits and varied pathways that lead to success in financial planning. Jack and I discuss why age and direct experience might not be as crucial as you think, and how transferable skills from seemingly unrelated fields can make all the difference. From understanding the financial commitments involved in obtaining qualifications to strategically positioning yourself to potential employers, this episode covers it all. Explore the importance of a tailored career path and how forcing individuals into unsuitable roles can hinder their potential.
In the financial advisory space, small business owners face unique challenges when hiring and retaining talent. Jack and I dissect these challenges and offer solutions, emphasizing the importance of engaging career development plans and practical training. We also delve into the proactive approaches job hunters should take, the significance of building long-term client relationships, and the evolving landscape of career paths in financial planning. Reflect with Jack as he shares invaluable advice he’d give his past self, highlighting the importance of external recognition and the small adjustments that can make a significant impact. Don't miss out on these insights and real-life success stories that could transform your career trajectory.
00:00 Introduction and the Challenges in Attracting New People to the Profession
06:51 Transitioning from a Different Career into Financial Planning
13:20 The Importance of Transferable Skills in Financial Planning
23:37 The Need for Training and Development in the Profession
31:04 The Importance of Mentorship and Finding the Right Fit with a Firm
34:51 Exploring Different Routes to Becoming a Financial Advisor
36:24 The Value of Networking and Building Relationships
39:55 The Importance of Continuous Learning and Self-Improvement
41:59 Building a Community and Tribe in the Financial Planning Profession
46:55 The Challenges and Rewards of Being a Financial Advisor
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If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here: recruitukltd.co.uk/fpl-academy/
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Interested in joining Sam at Hoxton Capital? - Contact him about job opportunities or selling your business in the UK, USA, Mainland Europe South Africa, or Australia. [e-mail]
#financialplanning #financialadvisor #financialadviser #wealthmanagement #financialpodcast

[@Liliisilva]

What a great episode. Useful information 🎉

[@samtheoakes]

Lovely stuff thanks for feedback

[@Adam-lf9vs]

Brilliant episode! It's great how it's just a natural conversation rather than a boring question and answer session. I also agree that admin to para planning to advising isn't always the best option. Great Paraplanners are like gold dust and a lot of employers will be hesitant to let them move up to advice- giving them the hassle of trying to replace the PP.

[@thefinancialplannerlifepodcast]

Glad you enjoyed it, I’m fan of a good old chat! 💪