How A Paraplanner Became A Financial Planner At Titan Wealth
Thu Feb 05 2026
Thinking about a career change into financial planning?
How do you become a financial adviser if you’re changing careers?
In this episode of The Financial Planner Life Podcast with Titan Wealth, Azela explains the fastest practical route into the profession after moving from engineering into financial advice.
Should you start as a paraplanner before becoming a financial adviser?
Azela breaks down why paraplanning builds technical knowledge, client meeting experience, and confidence — making it one of the strongest entry points into a trainee financial planner role.
What do firms look for in career changers entering financial planning?
We discuss mindset, transferable skills, qualifications, and how to stand out when moving into the UK financial advice profession.
Check out Titan Wealth career opportunities here, or speak to me directly!
This episode is essential listening for anyone researching a financial planning career, exploring the move from paraplanner to financial adviser, or planning a career pivot into finance.
In this episode we cover:
• Changing careers from engineering into financial planning
• The quickest route to becoming a financial adviser
• Why paraplanning is a powerful entry point
• Building confidence in client meetings
• Skills needed for trainee financial planners
• Career opportunities inside Titan Wealth
• Real expectations of the financial advice profession
• Advice for career changers entering finance
If you’re asking “how do I become a financial adviser?” this episode gives practical answers from someone who’s done it.
Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl
Be sure to follow Financial Planner Life on YouTube for extra content about career development within Financial Planning.
Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.
Want to appear on the Financial Planner Life podcast? Drop Sam a message.
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Thinking about a career change into financial planning? How do you become a financial adviser if you’re changing careers? In this episode of The Financial Planner Life Podcast with Titan Wealth, Azela explains the fastest practical route into the profession after moving from engineering into financial advice. Should you start as a paraplanner before becoming a financial adviser? Azela breaks down why paraplanning builds technical knowledge, client meeting experience, and confidence — making it one of the strongest entry points into a trainee financial planner role. What do firms look for in career changers entering financial planning? We discuss mindset, transferable skills, qualifications, and how to stand out when moving into the UK financial advice profession. Check out Titan Wealth career opportunities here, or speak to me directly! This episode is essential listening for anyone researching a financial planning career, exploring the move from paraplanner to financial adviser, or planning a career pivot into finance. In this episode we cover: • Changing careers from engineering into financial planning • The quickest route to becoming a financial adviser • Why paraplanning is a powerful entry point • Building confidence in client meetings • Skills needed for trainee financial planners • Career opportunities inside Titan Wealth • Real expectations of the financial advice profession • Advice for career changers entering finance If you’re asking “how do I become a financial adviser?” this episode gives practical answers from someone who’s done it. Financial Planner Life is sponsored by Redmill Advance Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered. ✅ Trusted by top UK firms 👉 www.redmilladvance.com/fpl Be sure to follow Financial Planner Life on YouTube for extra content about career development within Financial Planning. Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.