How Much Will a Trainee Financial Planner Be Paid in 2026? | Insight Associates

Find out more about Aberdeen Adviser: https://fpl.partners/aberdeen-adviser Connect with Derek Smith on LinkedIn: https://www.linkedin.com/in/derek-smith-b687721/ Why does the financial advice process still take seven systems and seven hours? Derek Smith, Chief Product & Technology Officer at Aberdeen Adviser, joins Sam Oakes on Financial Planner Life to explain what is broken for UK financial advisers and financial planners, who is to blame, and how AI could fix it. A financial adviser ...

Learn more about The Openwork Partnership How do you move from employed administrator and paraplanner to self-employed financial adviser, business owner and appointed representative of The Openwork Partnership? In this Financial Planner Life podcast, Sam Oakes speaks with Rose Hawkins, founder of Pebble Rose Wealth, about financial adviser training, self-employment and building a financial planning business within The Openwork Partnership network. Rose joined the first Openwork Partne...

Learn more about the St. James's Place Academy When a financial adviser retires, their clients do not retire with them. Somebody has to be ready to pick up those relationships, and the profession is not currently producing enough people to do it. Sam Oakes welcomes back Gee Foottit, who leads the St James’s Place Academy, the longest running adviser training programme in the profession, to talk through what has changed for 2026. Almost 50% of financial advisers in the UK are over 50, and fewe...

An adviser told Brian McLaughlin he was about to disengage 300 clients because he simply could not service them anymore. He did not want to. He just could not see another option. Brian McLaughlin is the founder of Pillar Client Services, and he has spent 27 years in financial services, from Prudential through to Rathbones and Octopus. Two and a half years of MBA research took him inside around 250 IFA firms, and what he found was a time problem dressed up as a client problem. Firms know they ...

A paraplanner sits down on a Monday morning to write one new business suitability report and loses most of the day to it. The document runs to 40+ pages. The client takes it home after a one hour meeting and, if we are honest, reads about five of them. Sam Oakes is joined by Jack Sleator, co-founder of Templi and a former paraplanner and adviser who spent five years inside UK advice firms before he started building software for them. Jack went from a graduate admin scheme at a large Irish wea...