A Day in the Life - Financial Adviser in London (what really happens)

[@MrJekle]

What a great video, it made me smile as I can relate to the providers phone calls.

[@PrinciplesPersonalFinance]

Thank you 🙌. It's a never-ending struggle!

[@TheTopDog]

Wow finally a direct video which isn’t a video of walking and eating also loved the phone part 😂

[@PrinciplesPersonalFinance]

Thank you! 🙌 That's exactly what I was aiming for as in being helpful and only marginally self-indulgent! 🙃 Appreciate you watching.

[@z7olliez7518]

Haha! Loved the chasing providers bit, I can relate to this so much. I have the Aviva switchboard song seared into my brain!

[@PrinciplesPersonalFinance]

🙃 thanks for watching. Yes, I know what you mean on the Aviva switchboard!!

[@davidfolts5893]

Thanks very much, George. Your blend of creativity and knowledge lends itself well to your profession, and I am sure your clients feel lucky to have you as an Advisor. It's fun following you along on your journey through KZbin.

[@PrinciplesPersonalFinance]

Thanks David, as always, really appreciate your support! Been following since the start of my journey and I'm very thankful for that! 🙌

[@davidfolts5893]

@@PrinciplesPersonalFinance My pleasure, George!

[@FeruzaUtayeva-zz1nd]

FINANCE ADVICE HELPTINE LIMIT КОМПОНИЯ ТОРГОВЛЯ есть или нет. ЭТО КАКИЕ КОМПАНИЯ?

[@WASfishing]

Brilliant video thanks George! 👍 it’s great to see some of the day to day stuff and personally I’d love to see more of this sort of thing. Thanks for taking the time to make it despite being so busy. I have recently passed my R01 exam so this content is very well timed. Oh and I drive a hairdressers car as well! 😂👍

[@PrinciplesPersonalFinance]

😂😂 thanks. Originally this type of content worked well for the YT algorithm. It does not seem to like it now! I will try and walk the line between personal finance, pensions and financial adviser stuff. 👍 Appreciate the support 🙌

[@severineskitchen]

Thank you, that's a super useful video as I'm thinking of retraining as a financial advisor (I have a finance background)

[@PrinciplesPersonalFinance]

Thank you, glad it was helpful and wish you the best on your journey into the profession.

[@jambear7862]

Im on my journey so really appreciate this

[@PrinciplesPersonalFinance]

Thanks, there's a new one on finding your first adviser job coming out in a few weeks!

[@SBMRadzwa]

Thanks for providing the first video of what a financial advisor actually does. So sick of the videos stating "day in the life of a financial advisor" and then just show themselves waking up and and eating.

[@michaelfurlough6988]

Awesome video bro. Im thinking heavily about going for a finance degree to get the foundation for this type of work. Keep it up 👍🏻

[@syedatif8806]

Sir I am studying for ACCA as a first step of shifting from Engineering that I have done earlier. I aim to work as an Accountant/Financial Consultant in independent capacity. Your content really helps. Thank you

[@PrinciplesPersonalFinance]

You're welcome, wish you the best for your journey into the profession!

[@jamesholland1700]

Thanks for another excellent video. Keep up the good work.

[@PrinciplesPersonalFinance]

Thanks James, very grateful for your support and watching 🙌

[@charlotterose-kl9ir]

Great content and amusing video. Thank you! x

[@PrinciplesPersonalFinance]

Thanks for watching!

[@berna-jz8is]

Thank you for sharing your experience. It is very useful for people like me who have just obtained the DipFA diploma and want to learn more about the profession. It is interesting that everybody mentions the lack of Financial Advisors and that nearly 50% of the current advisors will retire in the next 5 years. However, it is very difficult to find the right opportunity. It is kind of a contradiction. Do you have any advice on how to get a foot in the industry?

[@PrinciplesPersonalFinance]

You're welcome. Yes, there is a page on my website which addresses this specifically and provides some resources and FAQs: www.principlespersonalfinance.co.uk/resources-for-financial-planners

[@jonnymurphy3117]

Brilliant loved the video i am currently one of those people that answer the phones and pass financial advisers on 😂 really insightful to watch this as qanting to get into paraplanning and once im ace at that advice

[@PrinciplesPersonalFinance]

Thanks for watching, wish you the best in the profession! 🙌

[@kingvamp-sb5ff]

cool vid man i just completed my first week as a financial adviser apprentice

[@PrinciplesPersonalFinance]

Nice work and welcome to the profession! Thanks for watching 🙌

[@paulmorris213]

Excellent Video!

[@PrinciplesPersonalFinance]

Thanks Paul!

[@abdnmusic12]

Really helpful video. Currently studying to become a paraplanner. If you could do a more detailed video on that I’d be very grateful. Love your channel and the genuine and helpful content 🙏

[@PrinciplesPersonalFinance]

Thanks for watching and your support, greatly appreciated! 🙌

[@jacknottingham9492]

Hi thanks for the interesting video and entertaining content. I have worked in sales for the last 7 years and about to start the R01 with a view to full qualifying. My main aim is to go self employed ASAP. Do you have any other videos on this? Also I can’t gain access to your website to see the resources for financial planners, it’s saying “site is private”. Many thanks :)

[@trevorneoconnor5087]

Very insightful thanks for making this video

[@PrinciplesPersonalFinance]

You're welcome, thanks for watching 🙌

[@lolololo3726]

Awesome video. Thanks 👍🏿👍🏿

[@PrinciplesPersonalFinance]

Thanks for watching, you're welcome! 👍

[@immyy9932]

Great video really helpful

[@PrinciplesPersonalFinance]

Thanks, appreciate you watching 🙌

[@Shigure-c8i]

Hi Thanks for making the video. Incredibly helpful to someone who's trying to get a feel of what it is like to be a financial advisor! Would you mind sharing your thoughts on non-native English speakers pursuing this career? I like all other aspects of being a financial advisor but do find it require more effort to build a connection with people because of the disadvantage in language and differences in cultural backgrounds etc. Have you seen any successful examples? Many thanks!

[@WesternCivHasFallen]

Just subbed. I'm really thinking of going into this and just purchased one of the CII courses for a level 4 diploma. Is it typical to start working independently, or would you say it makes sense to start working for a firm? Thanks!

[@NS-kc8hb]

First time discovering this channel and look forward to finding some more content 👌 I’m studying for CeMAP and have been wanting to get into financial services for a while. Had some experience as an Admin but the repor with my colleagues let me down so decided to leave finish my studying and go back into it. In the long term I’d love to do more advanced financial planning 👍 subscribed

[@PrinciplesPersonalFinance]

Welcome to the mighty profession and thank you for watching the content! The journey is long but it's well worth it! 🙌

[@NS-kc8hb]

@@PrinciplesPersonalFinance thank you for the motivation! :)

[@halcyon8280]

Really helpful; thank you.

[@josephscott1870]

The being on the phone to providers is comedy gold! FAR too many delays and ring arounds in this area and we need to push prodivers to digitise LOA's as much as possible

[@PrinciplesPersonalFinance]

Thank you!

[@stuarthawk5577]

Great video

[@PrinciplesPersonalFinance]

Thanks Stuart 🙌

[@CeeCee804]

Awesome video, what subjects did you do at A level?

[@sorrysirmygunisoneba]

This is an outstanding video, really paints a clear picture about what to expect day to day while being down to earth and not taking yourself too seriously. Really, thank you very much. For the qualifications is there someone you recommend for the training online? I'm not the best sit down and read a book person and react much better to audio and videos with a person talking etc

[@PrinciplesPersonalFinance]

Thank you! Grateful for you watching and your support. I used Expert Pensions for my AF exams who do both study days and video learning. I know the CII do paid training days but I never used them. Hear they were ok (not brilliant, but ok.) I also used Brand FT for some tests which can be useful, unsure if they do face to face. Beyond that, the majority was learning on the job and studying in my own time. I'm sure there are lots of other in-person routes that I will have not mentioned there though. Wish you all the best with your studies.

[@dimitrikondilis1979]

Brilliant 👏

[@vanshbhondekar8126]

Im actually doing CFA, and want to get into British Finance Industry, do I get hired as a fresher if I have a branded masters degree in business administration or related?

[@scap11]

I’m looking to get into the trade.. it’s quite difficult as I’m not a graduate 😢… big firms don’t even bother training you up

[@scap11]

Can you advise on what industry qualifications you need to work towards a FA role?

[@PrinciplesPersonalFinance]

Yes, it's called the Level 4 Diploma. See this www.principlespersonalfinance.co.uk/resources-for-financial-planners & kzbin.info/www/bejne/poHYqKZraqlmp5Y

[@ibnn7089]

What do you think about being an appointed rep of someone like SJP, Quilter or Openwork?

[@PrinciplesPersonalFinance]

Hi, thanks for watching. For me I've always wanted to be an independent adviser and I feel some of the restricted larger firms offer more sales-type roles where you are there mainly to plug their funds, which are often quite expensive. So not for me. I do however fully appreciate that many have to start somewhere and there's nothing wrong with these roles. On my website link I address some of the issues in trying to find the right firm which may be very challenging at the start of your journey. All the best, George

[@simonbrannigan377]

Love it

[@PrinciplesPersonalFinance]

Thanks!

[@LeahClerk]

How much money do you need to get help from advisor

[@Nobumblegumforyou]

Whats the average yearly income from each client?

[@PrinciplesPersonalFinance]

That question doesn't make any sense. What are you trying to understand?

[@Nobumblegumforyou]

@@PrinciplesPersonalFinance Each of your client pays a AUM fee, which is a income. I'm trying to ascertain what a realistic figure is based on industry benchmarks for the income received per client and income received per year operating as a Financial Advisor. So e.g. self employed FA year 1 =x, 20 clients. FA year 2=, x, 35 clients. Etc.

[@JJ-zo8sh]

are you employed or self employed?

[@PrinciplesPersonalFinance]

Employed