u/Secret_Note_5165

▲ 2 r/cii

Thoughts on becoming a financial advisor with an arts background?

This is something I’ve strongly been considering over the last few months. I studied a literature degree, and have been more drawn to humanities much of my life. I did try and break into marketing but there’s just so much competition.

I’m at a point where, at 35, I really want to make something of myself and perhaps do a side hustle that’s creative. I currently tutor on the side which I thoroughly enjoy so I could keep that up… if I have the time.

When discussing with my dad, he told me that because I’m more in to English than maths I wouldn’t necessarily enjoy it. His friend, who works for SJP, has done incredibly well but my dad said when there’s something he wants to get done he won’t stop until it’s done. I wouldn’t be going the SJP route though, am interested in firms in the City and don’t care so much for sales.

I was feeling really enthusiastic about it until now. Does anyone have any similar experiences, or can offer any advice?!

Thanks!

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u/Secret_Note_5165 — 1 day ago
▲ 0 r/cii

Which jobs are most relevant when starting out, and should I include CII?

I've started studying to become a financial planner. I'm in a completely unrelated field at the moment and I'm aware it might take a while to break in to the industry. I used to work in my family business as a property manager, for a decade, and for the last couple of years I've been doing some freelance work for BBC Sport (which is cool but more of a hobby!) and have been working as an 11+ tutor with HNW families.

I'd like to know the most suitable jobs I should be applying for in the coming months, once I have a few R0s under my belt, and also once I'm doing so should I include my CII quals on my CV? I'm not sure if this would be off putting as it'd be fairly obvious I'd be staying there short term, but I suppose it also indicates my knowledge of the financial industry.

Any advice appreciated! Thank you.

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u/Secret_Note_5165 — 9 days ago
▲ 1 r/cii

I currently tutor just a few hours a week. I'm fortunate to have a supportive bf who earns well, so there isn't necessarily pressure for me to have an income at the moment but it's more a case of doing something to keep busy. I'm interested to know what jobs others are able to maintain whilst studying. I'm wondering whether I should pick up a temp admin job in the meantime, to give me current experience of working in an office? I'm hoping to be a financial advisor - I'm aware this may take a few years and that I'd have to initially apply for finance admin roles. Should I keep tutoring & studying, or is it worth picking up a more stable (perhaps unrelated) admin role?

Thanks

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u/Secret_Note_5165 — 18 days ago
▲ 1 r/cii

I'm currently working for a tuition agency, delivering tuition to children of high net worth families within London (for 11+ entrance exams predominantly). I have an interview coming up for an edtech SDR role, am unsure whether I should go for it as it'd mean I'd need to give up the tuition but it's also more permanent... probably with higher stress too. It may also be counterproductive given I'd want to start applying for entry level finance roles in 6 months time.

Should I stick to what I'm currently doing whilst studying CII? I have a decade worth of experience in my family's property business. I just hope that freelance tuition looks solid enough - I'm not sure if it looks more like a career gap.

Any advice appreciated.. thanks!

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u/Secret_Note_5165 — 24 days ago
▲ 1 r/cii

Hi all... I'm just starting out really - I've done some shadowing last week and am beginning R01. I have a huge amount of time to dedicate to this over the coming months, and would hope to secure a job within the year - I'm fully aware that this would most likely be a trainee paraplanner / financial services admin role to start with, and am happy with that.

I hope that my work history is enough to break in, or is it more a case of the studying overriding this? I have a good degree, worked in my family's property business for a decade and am currently freelancing for BBC Sport (although this has died down a lot) and am an 11+ tutor with an agency working with high net worth families.

I have an interview coming up for an ed tech sales job - I'm not sure if this role would be counter productive as I need time to study. My thinking behind going for this job is that it shows I can work for a company, in a team... but then perhaps my current tuition work may be enough as I'd at least get a decent reference and I can aim to frame it in a way that is more relevant. As I'm currently working part time I'm hoping my previous experience is enough to show that I'm able to work longer hours?! I'd be applying for boutique firms initially, with a view to potentially moving to a larger firm in the City - I'm based in London.

Is it worth going for this role or should I keep doing what I'm doing?

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u/Secret_Note_5165 — 26 days ago