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Welcome back to another episode of the Financial Planner Life Podcast and this week’s guest is Jamie Barnes from Pembroke Financial Services. An Adviser for just under a year, we reflect on Jamie’s career to date, why he made the decisions he did at different stages, and what he would have done differently if starting again. We discuss in depth what is required on a personal and professional level, in order to maximise your progression in your Financial Services Career.

Jamie spent around 10 years as a Paraplanner, a role that he was very comfortable doing, but always had aspirations of stepping into advice. Having an entrepreneurial spirit from a young age, Jamie still carries that same mindset with him today, with aspirations of continuously progressing his career. Unfortunately, experiencing age discrimination as a young adviser, not wanting to rattle the cage of his bosses, and a lack of personal confidence all played a big part in hindering his rate of progression.

Jamie offers his thoughts on transferable skillset’s, transitioning between roles within a Financial Planning business, and how self-belief and confidence plays a big part in your rate of progression. We also look into how now is the time for firms to invest in bringing new talent into Financial Planning, and what can be done to further encourage second careerists and graduates to enter into the industry.

We dive into how your LinkedIn profile is your shop window in Financial Planning, even as an individual navigating your career journey, and how showcasing your skills, experience and connections can be used as a marketing tool.

This episode truly is a toolkit for success when it comes to moving your career in the right direction, so give it a listen and take the first steps toward securing your dream job!


00:00:00 | Intro
00:02:04 | How Jamie got into the profession
00:05:56 | Career Aspirations - Progress to self-employed?
00:08:30 | Why Jamie stayed in administration for a long while
00:14:00 | Does a paraplanner make a good financial adviser?
00:16:12 | Career development in small businesses
00:19:56 | Are Paraplanners overlooked?
00:24:31 | What is enough experience in a paraplanner role to become an adviser?
00:34:31 | The paraplanner club - becoming a mentor
00:44:21 | Joining the paraplanner club
00:49:04 | Thoughts on being a financial adviser
00:53:11 | Employed financial planner career progression
00:57:50 | Benefits packages within financial planning
00:59:49 | Top tips - How to progress in your career

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