Why is it difficult to get a job as a financial adviser? & what can be done about it? Rob Atherton
On this week's episode of The Financial Planner Life, Sam Oakes is joined by Rob Atherton to discuss all things entry-level and trainee financial adviser in the UK, we look at the challenges we must overcome as profession to reduce the adviser and advice gap.
0:00 Career Development in Financial Planning
9:20 Navigating the Financial Planning Industry
18:45 Issues in Financial Planning Recruitment
27:42 Future of Financial Advising Training
39:05 Investing in Future Financial Advisors
45:29 Closing the Advice Gap
58:17 Career Development and Changing Roles
1:01:57 Next Generation of Advisors
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#financialplanning #financialadvisor #financialadviser #wealthmanagement #financialpodcast
Пікірлер: 9
I follow both of you on LinkedIn, and the exposure I get from both of you is amazing! You both provide great support to the financial planning industry.
@thefinancialplannerlifepodcast
17 күн бұрын
Many thanks!!🙏
You both are so brilliant and passionate about the industry-kudos to you! However, my question is: if it's that difficult to get in, is it still a career worth considering? This conversation has given me a lot of insight, but it has also left me feeling a bit terrified.
To the point regarding retiring practices. 1) Why would Financial planners NOT train staff up to ensure a successful exit? 2) Surely if more leaving than replenishment, the price they ask to purchase said clients, will decrease drastically? (They are creating a problem which will hurt them)
@samtheoakes
27 күн бұрын
Acquiring firms already have advisers in place to take on the clients
@Nobumblegumforyou
27 күн бұрын
@@samtheoakes I should really find out who these acquiring firms are. How can their be a shortage of advisors if these firms are meeting the demand?
Great episode! I am someone you described who is a second careerist currently working at an investment platform but looking to become a Financial Planner and one day a Chartered IFA. It’s strange to me how to big players are not already considering creating more employed positions. Nonetheless, thanks for the insight and I won’t give up!
@Rob-cy8xc
20 күн бұрын
Get your qualifications and it opens lots of doors. It’s neither easy nor hard, the industry is competitive but very rewarding. It’s an industry where your level of work will control your destiny. It’s not 9 to 5 but that’s what makes it’s so interesting. I have been in the industry over 15 years also for a bit of background. Good luck
@thefinancialplannerlifepodcast
17 күн бұрын
The jobs will come, trying filling my how to get a job in Finacial planning video