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Financial Planner Life PodcastAuthor: Sam Oakes
Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what its really like to work in the financial planning profession. Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners, and back-office staff all have their own stories to share, and The Financial Planner Life podcast serves as a platform for them to discuss their personal and professional journeys. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing, all the way to diversity and inclusion. We approach each episode with the idea that it will educate and spark a conversation within the industry on topics that may not be openly discussed. If you're considering a career as a financial adviser or are curious about learning more about this exciting sector, we encourage you to give the podcast a listen. The Host: Sam Oakes is the host of The Financial Planner Life Podcast. since 2008 Sam has been supporting leading national and global financial planning firms in finding the best talent, he was the director of Recruit UK, a 7 figure turnover financial planning recruitment company that he successfully exited in 2024, Sam now works as the Head of Creative for Hoxton wealth, building out podcasts, YouTube and social content for this fast growing fee based international financial planning firm. Sam has always had a passion for financial services, starting as a trainer for a leading product provider in the UK, and he has been in the industry for over 20 years. He sees himself as a partner to the industry and wants to contribute useful resources, such as this podcast, to educate those who are further seeking advice and help about how to push thei Language: en-gb Genres: Business, Careers, Entrepreneurship Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Training to Become a Financial Planner - Exams, Client Meetings & Building in Public
Thursday, 4 June, 2026
Hannah Wooldridge isn't only the person keeping Financial Planner Life running behind the scenes. She's also training to become a financial planner, and sharing every step of the journey in real time.In this episode, Sam sits down with Hannah for the second update in an ongoing series following her path from a complete beginner to a qualified financial planner. She's one exam down, five to go, and already doing things most trainees don't think about until they're qualified.They dig into what it actually felt like to sit her R01 after 11 years away from exams, what she's learning by shadowing real client meetings, and why she's already thinking seriously about the business she hasn't launched yet. Most importantly, Hannah makes the case, without even realising it, for why waiting until you're ready isn’t the way to building success.This one's for anyone who's thinking about becoming a financial planner, currently in the middle of their exams, or wondering what the path to self-employment actually looks like from the very beginning.The key takeaways 🔥How Hannah passed her R01 after 11 years away from exams and her top tipsWhy the phrasing of exam questions matters as much as knowing the contentWhat she learned watching a real financial planner in two live client meetings that no textbook taught herWhy she's building her personal brand and client pipeline before she's anywhere near qualifiedThe Women in Finance event she almost talked herself out of attending, and what happened when she went.Why "sales" feels like a dirty word to her, and how that thinking is starting to shiftThe CAS status question every trainee should ask firms before committing.Her new deadline: five exams in six months, with the last R06 slot of the year in her sightsWhether you're a trainee financial planner figuring out your next step, someone considering a career change into financial advice, or a qualified adviser curious about what the entry into this profession looks like for the next generation, this episode is the one for you.Financial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms👉 www.redmilladvance.com/fplBe sure to follow Financial Planner Life on YouTube for extra content about career development within Financial Planning. Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.
