From Rejection to Chartered Financial Planner: Jay Dhaliwal's Journey

Financial Planner Life Podcast

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In this episode of the Financial Planner Life podcast, host Sam Oakes sits down with Jay Dhaliwal, Chartered Financial Planner at Chase de Vere, to talk about her inspiring career journey.

Jay shares how facing rejection twice for financial planner roles early in her career didn’t stop her - it fueled her.

Already working as a paraplanner, she used the setbacks as motivation to deepen her technical expertise, achieve Chartered status, and carve out a specialist niche advising NHS medical professionals on their complex pension needs.

Jay’s story is a reminder that rejection isn’t the end - it’s often the beginning of real career growth.

If you're at a crossroads in your financial planning career, or wondering how to turn setbacks into success, this episode is packed with practical insights and inspiration.

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Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.

With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs

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Chapters

1. Jay's Journey into Financial Planning (00:00:00)

2. Moving Up: From Admin to Power Planner (00:09:39)

3. Facing Rejection and Building Resilience (00:16:16)

4. The Reality of Being a Young Female Advisor (00:22:30)

5. Specializing in Medical Professionals (00:29:29)

6. Building a Financial Education Legacy (00:36:11)

7. Career Advice and Key Takeaways (00:44:10)

235 episodes

#Careers #Business #Financial Advice #Financial Planning #Paraplanning #Paraplanner #Trainee Financial Adviser #Entrepreneur #Financial Careers #Sam Oak #Financial Advisors