From Recruiter to £266M Financial Planner | A Career Change That Paid Off - with Vikash Kanani

How a Former Recruiter Built a £266M Financial Planning Business - Vikash’s Journey from BD to Chartered Adviser In this episode of the Financial Planner Life podcast, Sam Oakes is joined by Chartered Financial Planner Vikash, who shares how he made the bold move from a successful recruitment career into the world of financial advice. Vikash’s story is one of intentional reinvention. After building a strong career in recruitment and business development, he stepped away from the boardroom and into financial planning - starting from scratch, taking a pay cut, and retraining in his early 30s. Now, ten years later, he co-leads Chatsworth Wealth Management, a thriving practice with £266 million in Assets Under Management, serving over 1,000 families. We talk about:What made him walk away from recruitmentWhy recruiters are uniquely skilled for financial planningHow he took over and scaled an existing practiceBuilding client trust and social proof through contentThe future of advice, succession planning, and team cultureThe value of understanding client happiness and purpose If you"re in recruitment and wondering what’s next, or you"re considering a second career in financial advice, this episode is packed with insight and inspiration. Begin your financial planning career journey today 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 Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you"re looking to start your career in Financial Planning, check out the Financial Planner Life Academy here Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.