Financial Planner Life Podcast

← Financial Planner Life Podcast13 aug · 47 min

You Can Build A Brilliant Financial Adviser Career Without Going Self-Employed

You Can Build A Brilliant Financial Adviser Career Without Going Self-Employed13 aug47 min

Laura Fordham's (Financial Adviser at Titan Wealth) route into financial planning wasn't planned. She spent her first year handling the job entirely alone, while her client bank was still small. She lays out exactly what that year looked like in conversation with Sam Oakes this week Laura Fordham's route into financial planning wasn't planned. She started out on maternity cover in an admin role at Barclays Wealth, and it was proximity to the financial planning job , printing client packs and ...