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The Financial Planner Life Podcast

Sam Oakes

Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their own story to share, and The Financial Planner podcast is a platform for them to talk about their personal and professional journey. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing all the way to diversity and inclusion. We approach each episode with the idea that it is going to educate and spark a conversation within the industry with topics that may not be openly discussed. So, if you are thinking of becoming a financial adviser, or you’re curious about learning more about this brilliant sector, we urge you to give the podcast a listen. The Host: Sam Oakes is the host of The Financial Planner Life Podcast. He currently sits as Director at Recruit UK, who since 2008 has been supporting leading national and global financial planning firms in finding the best talent. Prior to his career in recruitment, Sam has always had a passion for financial services and has been in the industry for over 15 years. He sees himself as a partner to the industry and wants to contribute useful resources such as this podcast to educate those further who are seeking advice and help about how to push their careers forward in this amazing industry.

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Episodes

Ordered by publication date.

Aug 31, 2026

She Spent 10 Years in Law Before Taking a HUGE Pay Cut To Become a Financial Planner

Aug 27, 2026

From Financial Planning Degree To Head Of Advice In Dubai

Aug 27, 2026

She Became a Chartered Fellow at 23, But Didn’t Become a Financial Adviser.

Aug 24, 2026

From IFA Network To Directly Authorised - One Financial Solutions Next Chapter!

Aug 20, 2026

The Investment Clock: What Financial Advisers Need to Know About Market Cycles | Trevor Greetham & Robin Ellis

Aug 17, 2026

This CPD Strategy is Like “Netflix For Financial Advisers?!” | Redmill Advance

Aug 13, 2026

You Can Build A Brilliant Financial Adviser Career Without Going Self-Employed

Aug 13, 2026

Building a Financial Advice Client Base From Scratch

Aug 6, 2026

From Level 4 To Chartered Financial Planner - Is It Worth It?

Aug 3, 2026

Why Financial Advisers Shouldn’t Sign Long-Term AI Contracts - Hardy Michel From Marloo

Jul 30, 2026

How A Mortgage Adviser Built A Predictable Income As A Financial Planner

Jul 27, 2026

How a Financial Advice Podcast Beat £1 Million in Google Ads for recruitment | New Leaf Distribution

Jul 27, 2026

How a Financial Advice Podcast Beat £1 Million in Google Ads | New Leaf Distribution

Jul 23, 2026

ADHD and Neurodiversity Exam Support for Financial Planning from Redmill Advance & Neurosparks

Jul 20, 2026

How UK Planners Can Advise Clients With US Assets

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