Changing Careers into Financial Planning: What the First 18 Months Really Look Like | Oliver Jones

<p>How do you move into financial planning when you already have an established career? And what happens when the relationship skills come with you, but the technical confidence needs time to catch up?</p><p>Adam Carolan is joined by Oliver Jones from Five Wealth, who moved into the profession after nine years at Handelsbanken. Ollie talks openly about the decision to leave banking, weighing a lower initial pay package and what it felt like to take part in his first financial-planning client meetings.</p><p>They also get into studying alongside a new job, setting exam deadlines, learning through real client examples and finding experienced people to learn from. For anyone considering a career change, or helping someone make one, this is a practical look at the transition beyond the job offer.</p><p>Ollie describes his position at the time of recording. His experience is one route into financial planning, rather than a template for everyone.</p>