What does a paraplanner do? Hanna Hunt explains the role of an IFA Administrator & Paraplanner

Lots of people ask me 'What's the best route to becoming a financial planner? should I start as an IFA administrator and work my way up to paraplanner and then step into the role of a financial planner, or should I jump straight into a trainee financial planner role?
This week's guest on the financial planner life podcast is the recently level 4 qualified Hanna Hunt from Radcliffe & Newlands believes that starting as an IFA administrator is the best route to becoming a financial planner.
I Loved talking to Hanna about her journey from IFA administrator into Paraplanning and moving towards her next goal of a financial planner.
Hanna clearly loves what she does, she’s a fantastic role model for young women who are considering a career in financial planning.
She had a respect for every job role in financial planning, and deep gratitude for those that have helped her on her journey to becoming a financial planner.
We cover:
Why when you have a goal of becoming a financial planner you shouldn’t dismiss starting as an IFA administrator.
The differences between IFA admin and paraplanner, and what to expect in each job role.
The importance of a good mentor, and why on the job experience whilst studying for your level 4 is the way forward.
Smashing the stereotype that working in financial planning is boring, instead, it’s a problem solver's dream job!
Not everyone passes their exams in 7 months, and that’s OK! We talk about what the Cii route is like and why taking your time isn’t a negative!
An outline of the route from IFA admin to trainee financial planner.
I hope you enjoy the podcast, please leave a 5-star review and feedback if you did! :-)
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you can also connect with sam Oakes on LinkedIn
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