This week, Financial Planner Life host Elena is joined by Bethany Lawton, Chartered Financial Planner at AV Trinity Ltd and Fellow of the Professional Finance Society. In this episode we focus heavily on personal development, perseverance in the face of adversity and achieving your career aspirations.

We look at Bethany’s career journey, from admin, to paraplanner being labelled as an admin, to finally being recognised for her capabilities within a firm that supported her continued progression.

In fact, progression is very much the name of the game in Bethany’s view, always looking for the next growth opportunity, qualification, or accolade in her career. Bethany talks us through her strong-willed mindset and the part it has played in pushing her forward.

Bethany has faced her fair share of adversity, entering the profession at a young age, being overlooked for promotion as a result of this, but this hasn’t stood a chance at holding her back!

We dive into changing the age and gender narrative in the Financial Planning profession, what companies and individuals can do to inspire the next generation, including the part that education and the school system plays in this.

If you’re an aspiring Financial Planning professional, or mid-career looking to excel beyond your limits, this episode will give you the inspiration you need to improve your mindset and achieve your career goals!


00:00:00 | Intro
00:00:57 | Beth's career journey
00:04:05 | The exam journey
00:13:00 | Mindset
00:16:05 | Facing adversity
00:22:50 | Navigating the interview process and employer conversations
00:27:33 | Positive personal mental attitude
00:29:11 | No university, no graduation
00:31:43 | Changing the age and gender narrative
00:36:12 | Dealing with bad apples
00:39:13 | Encouraging young people into the profession
00:46:06 | Paying it forward
00:47:28 | Routines and non-negotiables
00:50:14 | Outro


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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 Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here - [ Ссылка ]

Experienced and searching for a new role within the financial planning profession? Click here - [ Ссылка ] - for a free career consultation.

Check out the 2023 Financial planning Salary Guide here - [ Ссылка ]

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