On this episode of the Money Confidence podcast, Sarah and Georgia first reveal the answer to the big question George asked last week. They then talk about the average day of an administrator, paraplanner and financial adviser.

KEY TAKEAWAYS

Administrators are an integral role of the team and it's a good place to start in financial advice. You learn about the different platforms, systems and providers and start to learn technical knowledge used in financial advice.

Paraplanning differs a lot between different companies but it can involve researching solutions, report writing and cashflow modelling. It's a technical role and it's becoming more and more recognised as a profession.

Financial advisers see clients online or face-to-face and may also write their own reports, depending on the company.

Every role in the financial advisory team is really important and everyone works together. It's important to have good systems and processes in place so that the whole advice process can be as smooth as possible and to ensure the client gets the best service.

There's a lot of changes going on in financial advice for the better, which is exciting.

Sarah and Georgia share some life lessons they've been thinking about.

BEST MOMENTS

'I loved doing admin. I loved being organised.'

'I love organising a back office system.'

'My sister is heavily pregnant and due tomorrow.'

''From the time that we called them, to the time getting Flynn out was 8 minutes.'

'Paraplanning is a really exciting role. Not every day is the same.'

'Until you actually experience a job, you don't know if you'll like it.'

'This week I've started batch cooking.'

'I got so distracted by the iced coffee maker.'

'There's a lack of cucumbers.'

'I was so excited by it all that I nearly forgot my ice.'

'Life is what you make it.'

'There's always going to be people that tell you that you can't do things and try and put you down but don't listen to them.'

ABOUT THE HOSTS

Sarah is a Chartered Financial Adviser and Certified Financial Coach and Georgia is a Senior Paraplanner. Together, they have over 20 years experience in financial services and are on a mission to educate others about money in a fun and non-jargon way. They will help you master your finances and money mindset so that you feel more confident with money and the decisions you make around money. They talk all things money from investments, pensions and benefits to your mindset around money and steps you can take to improve your relationship with money. They aim to make it fun, educational and are with you every step of the way. Together, you've got this!

The information given in this podcast is for your entertainment and should not be construed as financial advice. No liability can be accepted for any individuals relying on this information without seeking specific advice and guidance. As always, take independent financial advice before making any investment decisions. Our discussions are based on tax and legislation in England which may change.

CONTACT METHOD

E: [email protected]

W: https://www.thegoodmoneycoach.com

IG: https://www.instagram.com/sarah_talks_money/ 

LI: https://www.linkedin.com/in/sarah-blyth-chartered-financial-planner-and-coach/ 

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