Financial Planning Careers

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FINANCIAL PLANNING CAREERS : Financial planners take a ‘big picture’ look at the current financial situation of clients. If you are a good cash manager, or at least understand the principles of money management, and like the idea of helping people manage their wealth creation, you might consider a career in this highly rewarding (and paying!) profession.

The scope of financial planning is broader than most people think, covering life planning issues such as financing a home purchase, investing your income, saving money to achieve goals, managing a budget to meet major expenses, paying off debts, insuring yourself against risks such as unemployment or ill health, and minimising the tax you have to pay.

We talk to a range of people working in the industry such as a financial planning support officer, sales consultant, financial advisor, paraplanner, financial planner and director, self-employed financial planner, practice manager, operations manager, senior wealth manager and mortgage broker.

Interested in this growing field of expertise? With Career FAQs Financial Planning you can find out about what it means to be a financial planner from people in the industry.