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Home > The Financial Planner Life Podcast > Good mentorship is how you make someone feel – Danielle Arnold
Podcast: The Financial Planner Life Podcast
Episode:

Good mentorship is how you make someone feel – Danielle Arnold
Category: Business
Duration: 01:07:03
Publish Date: 2022-05-05 10:00:00
Description:

This week Sam is joined by Danielle Arnold, head of Paraplanning for Bespoke Wealth Limited. Danielle disproves the myth that Paraplanners are introverts. She is most certainly not an introvert, in fact, before she started her career in financial planning, she was training to be a helicopter pilot! Danielle shares with us why it’s important for a Paraplanner to work alongside a good financial adviser who can offer mentorship and include them in client facing activities. Danielle explains how the Paraplanner can be the eyes and ears for the adviser and ultimately help deliver the best experience for the client. A great episode for anyone wanting to enter the financial profession and rise through the ranks. 

We cover: 

  • Danielle’s career journey including her different roles 
  • Advice for anyone who wants to get into the profession 
  • Financial education in schools 
  • Getting women into the profession 
  • Training, mentorship and a career pathway 
  • Financial advisers and Paraplanners working together 

 

Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. 
 
Financial Planning Qualifications guide https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/ 

2022 Financial planning Salary Guide https://recruitukltd.co.uk/the-recruit-uk-salary-guide/
 
If you are an experienced financial planning candidate looking for a new job opportunity, please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK.   
 
if you hold level 4 qualification and looking for an entry role into financial planning please also reach out! 
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