Career change to... Financial Advisor?
Discussion
My FA (who is also a friend) is just into his 50's and starting to prepare for retirement 
Whenever we meet, he makes a point of saying that I would be good at doing what he does. He's even brought me round one of his study books so I can see the kind of exams I would have to contemplate doing should I wish to take that path. I get the impression he's quite keen for someone he trusts to take over his portfolio when he eventually retires. I admire his belief in me (which is much more than I have in myself!).
I'm not a fan of my current role (Motor Trade Accountant) and can't see it getting enjoyable any time soon. My career has not progressed for some time now (due to current employer) and opportunities to move have been few and far between.
I also like the idea of working for myself, especially after seeing my missus go self employed less than 2 years ago and doing very well for herself. She works a 4 day week with all the flexibility that working for yourself has (and zero commute added in).
Anyone here do the job who can offer some intelligent insight?
Whenever we meet, he makes a point of saying that I would be good at doing what he does. He's even brought me round one of his study books so I can see the kind of exams I would have to contemplate doing should I wish to take that path. I get the impression he's quite keen for someone he trusts to take over his portfolio when he eventually retires. I admire his belief in me (which is much more than I have in myself!).
I'm not a fan of my current role (Motor Trade Accountant) and can't see it getting enjoyable any time soon. My career has not progressed for some time now (due to current employer) and opportunities to move have been few and far between.
I also like the idea of working for myself, especially after seeing my missus go self employed less than 2 years ago and doing very well for herself. She works a 4 day week with all the flexibility that working for yourself has (and zero commute added in).
Anyone here do the job who can offer some intelligent insight?
Ok guys, thanks for the differing advice. I've no idea what his plan is after he's finished but it was just an impression I get. He seems really keen to encourage me into the profession saying I'll be good at it. He's been doing it all his working life (and quite successfully if retiring not long after 50 is on the cards!).
I've emailed him today and we're going to meet up for a chat about it over a beer. What sort of things I should look to be researching/doing to get the ball rolling, how his income works etc. Obviously much to discuss!
One things for sure, I don't need to be doing what I'm currently doing for too much longer!
I've emailed him today and we're going to meet up for a chat about it over a beer. What sort of things I should look to be researching/doing to get the ball rolling, how his income works etc. Obviously much to discuss!
One things for sure, I don't need to be doing what I'm currently doing for too much longer!
Edited by Baldy881 on Friday 15th August 18:02
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