Skip to main content

What makes someone want to become a financial planner?

It’s a good question!

To help answer it, we’d like to introduce you to Jack – a keen boulder climber and passionate member of our FPC team.

Jack joined us in October 2021, just as he finished his master’s in business and financial analytics at the University of Southampton, on a temporary basis to work on a project. Fresh out of university, his mind was set on developing a career in investment.

However, as his time with FPC progressed, Jack began to understand that there was more to a financial planning company than meets the eye.

“Joining FPC was an incredible eye opener for me as very early I became aware of the positive impact FPC has on its clients; it’s about so much more than finance. Client well-being is paramount, we don’t just ‘do finance’ but are embedded in our clients lives and family dynamics.

“Seeing first-hand the role FPC plays in the financial sector – providing sound independent financial advice and educating clients to help them make the right financial decisions for them and their dependents and/or businesses – and the value that delivers for those clients, led me to review my career ambitions and ultimately choose a different path; to become a financial planner myself.

“This decision was compounded when realised that the dedication FPC applies to ensuring its clients are comfortable, and their well-being looked after, is also reflected in how it looks after its own team. So, when I was offered a permanent role, I took it!

“Now, alongside my daily tasks as a junior financial planner, I am working towards a diploma in Regulated Financial Planning through the Chartered Insurance Institute which is the preliminary step to becoming a Chartered Financial Planner.”

“When I am not in the office, or studying for my exams, I love to get out into the beautiful nature that surrounds the North West with a bit of bouldering and paddleboarding!”