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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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How A Paraplanner Became A Financial Planner At Titan Wealth
Thursday, 5 February, 2026
Thinking about a career change into financial planning?How do you become a financial adviser if you’re changing careers? In this episode of The Financial Planner Life Podcast with Titan Wealth, Azela explains the fastest practical route into the profession after moving from engineering into financial advice.Should you start as a paraplanner before becoming a financial adviser? Azela breaks down why paraplanning builds technical knowledge, client meeting experience, and confidence — making it one of the strongest entry points into a trainee financial planner role.What do firms look for in career changers entering financial planning? We discuss mindset, transferable skills, qualifications, and how to stand out when moving into the UK financial advice profession.Check out Titan Wealth career opportunities here, or speak to me directly! This episode is essential listening for anyone researching a financial planning career, exploring the move from paraplanner to financial adviser, or planning a career pivot into finance.In this episode we cover: • Changing careers from engineering into financial planning • The quickest route to becoming a financial adviser • Why paraplanning is a powerful entry point • Building confidence in client meetings • Skills needed for trainee financial planners • Career opportunities inside Titan Wealth • Real expectations of the financial advice profession • Advice for career changers entering financeIf you’re asking “how do I become a financial adviser?” this episode gives practical answers from someone who’s done it.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/fpl Be 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.
