Jonathon Jay, from Trainee Paraplanner to Chartered Financial Planner Director at Investec

This week’s guest on the Financial Planner Life Podcast is Jonathon Jay - Associate Director level Financial Planner at Investec Wealth.

Jonathon is a prime example of how ambition, hard work, self-belief, and a clearly defined goal can propel your financial planning career forward within a short space of time.

Jonathon didn’t leave school with the greatest of A-Levels and didn’t go to University. However, this didn’t stop him from achieving his Level 4 DipFA within 7 months and Chartered by the age of 26. Yet again, proving that your school grades do not define your future.

Jonathon takes us on a career journey from an Administrator role in Dubai to Trainee Paraplanner for a small boutique firm in the UK to eventually becoming a Director level Financial Planner with Investec at the age of 29.

In this podcast we cover:

· Why you shouldn’t dismiss trainee paraplanning as a route to becoming a financial planner.

· How to self-promote and take control of your career development.

· How humility and stripping away entitlement is key to a fulfilling and rewarding career as a financial planner.

· What to expect from an HNW financial planner career and why being a Chartered financial planner is a must.

· The benefit of attending over 100 Client meetings before giving any advice as a financial planner.

Loads of great stuff covered and a must listen to anyone looking to progress their financial planning career or interested i becoming a financial planner or trainee paraplanner.

check out www.recruitukltd.co.uk for the latest financial planning, financial planner, and trainee paraplanner jobs and connect with your host Sam Oakes on Linkedin.

Financial Planner Life Academies
Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career or showcase your academy.
Learn more here: https://recruitukltd.co.uk/financial-...