What A Paraplanning Manager Does And How To Get Ahead In Your Paraplanner Career.

Financial Planner Life Podcast

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🤔 Are Paraplanning Managers Holding Back Trainee Financial Planners?

Not at Foster Denovo, where growth, ambition, and clear career aspirations take center stage. In the latest Financial Planner Life Podcast, I spoke with Louise Headifen, Paraplanning Manager at Foster Denovo, about how she’s breaking the mold and championing career progression for her team of 15. Whether it’s becoming a financial adviser, developing a specialist career in paraplanning, or exploring other paths, Louise and Foster Denovo’s career framework have it covered.

🎙 Key Takeaway:
"If you tell me in the interview you want to become a financial adviser, I’ll do everything I can to make it happen. Progression is about honesty, ambition, and having the right support system." - Louise Headifen

We dive into:
✅ Why Louise hires for skills over job titles to build strong, cohesive teams.
✅ Clear pathways for paraplanners to grow, from junior roles to subject matter experts in areas like protection and estate planning.
✅ How Foster Denovo actively supports paraplanners who aspire to transition into financial advice roles.
✅ The power of a growth mindset and how collaboration fuels success.

Whether you’re a paraplanner looking for your next opportunity, a financial adviser exploring new horizons, or someone considering a career in financial planning, this episode offers actionable insights and inspiration.

👉 Tune in now and discover how Louise’s leadership and Foster Denovo’s framework are empowering financial planning professionals to thrive at every stage of their careers.

💬 What’s your career aspiration in financial planning? Let’s discuss in the comments!

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

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Chapters

1. Power Planning Manager Career Development (00:00:00)

2. Career Development in Power Planning Team (00:07:53)

3. Empathy in Financial Planning Team (00:19:10)

4. Navigating Career Growth in Financial Planning (00:27:21)

236 episodes

#Careers #Business #Financial Advice #Financial Planning #Paraplanning #Paraplanner #Trainee Financial Adviser #Entrepreneur #Financial Careers #Sam Oak #Financial Advisors