66 episodes

Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! 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 story to share, and The Financial Planner podcast is a platform for them to talk about their personal and professional journey. 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 is going to educate and spark a conversation within the industry with topics that may not be openly discussed. So, if you are thinking of becoming a financial adviser, or you’re curious about learning more about this brilliant sector, we urge you to give the podcast a listen. The Host: Sam Oakes is the host of The Financial Planner Life Podcast. He currently sits as Director at Recruit UK, who since 2008 has been supporting leading national and global financial planning firms in finding the best talent. Prior to his career in recruitment, Sam has always had a passion for financial services and has been in the industry for over 15 years. He sees himself as a partner to the industry and wants to contribute useful resources such as this podcast to educate those further who are seeking advice and help about how to push their careers forward in this amazing industry.

The Financial Planner Life Podcast Sam Oakes

    • Business
    • 5.0 • 21 Ratings

Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! 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 story to share, and The Financial Planner podcast is a platform for them to talk about their personal and professional journey. 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 is going to educate and spark a conversation within the industry with topics that may not be openly discussed. So, if you are thinking of becoming a financial adviser, or you’re curious about learning more about this brilliant sector, we urge you to give the podcast a listen. The Host: Sam Oakes is the host of The Financial Planner Life Podcast. He currently sits as Director at Recruit UK, who since 2008 has been supporting leading national and global financial planning firms in finding the best talent. Prior to his career in recruitment, Sam has always had a passion for financial services and has been in the industry for over 15 years. He sees himself as a partner to the industry and wants to contribute useful resources such as this podcast to educate those further who are seeking advice and help about how to push their careers forward in this amazing industry.

    Lisa Tipton – Paraplanner turned business owner

    Lisa Tipton – Paraplanner turned business owner

    Happy New Year from all of us here at the Financial Planner Life podcast. This week Sam is joined by Lisa Tipton, director of financial planning at New World Financial Group. Lisa shares her career path with us, from Paraplanning, to compliance, to now running her own firm. This is an interesting one because both Lisa and her business partner have a compliance background rather than a client-facing one. We dive deep into the role of a Paraplanner, Lisa explains how she is making financial planning inclusive for everyone, plus she shares some great insights & tips about starting a financial planning firm. A great episode for any aspiring entrepreneurs but particularly those currently in a Paraplanner role. 
    We cover: 
    Lisa’s career journey Quitting the safety of a job to go self-employed A Paraplanner’s career path and timescales A deep dive into the role of a Paraplanner Coaching and mentorship Making financial planning accessible for everyone 
     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/ 

    2021financial planner salary guide    Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/ 

    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! 

    • 1 hr
    Lee Flanagan, homelessness to business owner

    Lee Flanagan, homelessness to business owner

    This week Ali is joined by Lee Flanagan, owner of Bespoke Financial Group. Lee (very honestly) shares his inspiring journey from footballer, to homelessness, to business owner. We talk about spirituality, faith, mental health and the importance of surrounding yourself with good people. By working hard and following his mantra ‘little bricks build big castles’ Lee has completely turned his life around, what an inspiration! Of course, this wouldn’t be a podcast hosted by Ali without some music chat so we also learn about Lee’s taste in tunes, it might surprise you! 
    We cover: 
    Lee’s career journey Mental health, spirituality, faith & gratitude Surrounding yourself with positive people and mentors Working hard AND smart Both Lee & Ali talk about previous jobs that made them depressed 
     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/ 

    2021financial planner salary guide    Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/ 

    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! 
     

    • 31 min
    Mental Health Engagement with Nick Elston

    Mental Health Engagement with Nick Elston

    This week Sam is joined by Nick Elston to talk about mental health engagement. Nick is a high-profile inspirational speaker on mental health and personal development in the corporate space. He works with the world's leading organisations such as AMEX & The BBC, supporting mental health strategies within the workforce. It’s fine for big organisations to have mental health initiatives but without engagement they won’t result in positive change. That’s where Nick comes in.  
    Today Nick shares his journey with us, why a particularly bad day led him to do what he does, how we can all live happier, healthier lives and he explains why neutrality is massively underrated. 
    For more information on Nick and to work with him, you can visit his website: https://nickelston.com 
    We cover: 
    Talking to your employer about your mental health Mental health advice from both Nick & Sam What responsibility does a business owner have for their employee’s mental health? Breaking down the barriers of looking for help The biggest mental health challenges that organisations face 
     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/ 

    2021financial planner salary guide    Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/ 

    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! 
     

    • 1 hr 18 min
    The Future of Financial Planning - Anthony Villis

    The Future of Financial Planning - Anthony Villis

    This week Sam is joined by Anthony Villis, MD of First Wealth, a Chartered Financial Planning Firm of the year 2021/22. Anthony tells us why he invests so heavily in the wellbeing of his staff and why he chose to make his firm a B Corporation certified business. He explains how this has helped his staff, local community and the environment. Anthony also knows his tech; he shares some interesting views on how artificial intelligence (AI) will play its part in the financial planning profession. A very interesting chat covering many topics which we are sure you will enjoy. 
    We cover: 
    Artificial Intelligence in the financial profession Why trusting staff with flexible working conditions is vital Caring for staff, your community and the environment What is a modern financial planning firm? What is a B Corporation (B-CORP)? What types of clients a financial planner should and should not be targeting. 

    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/ 

    2021financial planner salary guide    Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/ 

    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! 
     

    • 1 hr 8 min
    Financial Wellbeing with Leigh Dunkley

    Financial Wellbeing with Leigh Dunkley

    This week Elena is joined by Leigh Dunkley, Financial Wellbeing lead at Schroders Personal Wealth. Did you know that 47% of UK adults are regularly stressed about their finances, that’s almost half of the population and that’s why Leigh is here to talk about the ‘taboo’ topic of money! Leigh explains why we should consider our financial wellbeing in the same way as we do our physical and mental health, plus she gives us some actionable steps that we can all take today towards our long-term financial security. 
    We cover: 
    How financial wellbeing differs from financial planning Financial wellbeing being taught in schools 6 top tips to ease money worries Why employers should care about their staff’s money worries Breaking down racial and gender barriers as well as busting industry jargon 
     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/ 

    2021financial planner salary guide    Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/ 

    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! 
     

    • 53 min
    How to Teach our Children About Money with Will Rainey

    How to Teach our Children About Money with Will Rainey

    This week Sam is joined by Will Rainey who runs a financial education website called BlueTreeSavings.com. Will is taking a break from his corporate investment career and enjoying an adventure in Vietnam with his young family. Whilst in Vietnam he has written a fun financial education book for children, Grandpa’s Fortune Fables. It’s not just kids who will benefit from this book, parents may also learn from it plus it would be the perfect Christmas gift for financial planners to buy for their clients who have children and grandchildren. 
    For more information on BlueTree and to purchase the book you can visit: https://www.bluetreesavings.com/grandpas-fortune-fables 
    We cover: 
    Will’s background and career journey. Why did Will decide to write a children’s book about money? Feedback from parents Why it is so important for young children to have these money conversations. Pocket money advice. How this book can benefit financial professionals by strengthening client relationships. 
     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/ 

    2021financial planner salary guide    Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/ 

    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! 
     

    • 37 min

Customer Reviews

5.0 out of 5
21 Ratings

21 Ratings

Marco Manchester ,

Sam Oakes great podcast! I am humbled and grateful for your work

Sam, I just want to tell you that the fact you are the person you are, the things you do and how you do things make me very proud to have known you. I want to thank you for everything you did for me and for the industry. I will always respect you and hold you in great esteem.
Marco d'Auria ACSI

BobWNCFC ,

Great listen

Sam comes across as a good guy and someone who is genuinely interested in his guests career. I have listened to all episodes to date and have taken something from each one. As an adviser, would recommend!

Angharad M Jones ,

Highly recommend to anyone in the profession

This podcasts gives an honest account of life as a financial professional, the different paths into the industry - people’s truthful journeys and their successes! Content changes weekly as Sam secures some great guests!

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