The Paraplanner Club - Sian Davies Cole

Financial Planner Life Podcast

This week Sam is joined by Chartered Paraplanner Sian Davies Cole. Sian is the director of Plan Works, an outsourced Paraplanning company but she is also the co-founder of the Paraplanner Club, a free mentorship programme for current and aspiring Paraplanners to connect with mentors and mentees. Sian’s great work helps people gain community & support whilst promoting this great career path within the financial profession.

For more information on the Paraplanner club and to join, visit their website: https://www.theparaplannerclub.co.uk

We cover:

• What is the role of a Paraplanner?
• Why Paraplanners are important to Financial Advisers and why a good working relationship is so vital.
• The power of mentorship.
• Sian’s career journey.
• What type of Paraplanner does your firm need?
• Outsourcing Paraplanners vs employing in-house
  

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 [e-mail] 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!

Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.

With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs

Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Check out the 2023 Financial planning Salary Guide here.
Reach out to [e-mail] in regards to sponsorship, partnerships, videography or career development.