
The Truth About Selling an International Financial Planning Business
Apr 23, 2026 - 58:44
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Frazer James aren't looking for every candidate. They're looking for A++ people. Check out the jobs and book a meeting with James Mackay today!! And if that's you, or if you’re also interested in attractin...
Are these the Best Paid Jobs and Benefits in Financial Planning? Frazer James, The best should be paid more!!!! is an episode from The Financial Planner Life Podcast by Sam Oakes. Frazer James aren't looking for every candidate. They&a...
This episode belongs to The Financial Planner Life Podcast.
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Published Apr 30, 2026, 73:46 long, audio available.
Frazer James aren't looking for every candidate. They're looking for A++ people. Check out the jobs and book a meeting with James Mackay today!! And if that's you, or if you’re also interested in attracting some of the industry’s best talent, then this episode was made for you. In this week’s episode of Financial Planner Life, Sam Oakes is joined by James Mackay , co-founder of Frazer James , to find out what a firm that's serious about attracting exceptional talent actually looks like from the inside. James and Chris Hindle built Frazer James from scratch, with no clients or referrals, and today it's growing at 40% year on year. The reason? A founding philosophy that is rarely brought to fruition: build the business you'd actually want to work for. He breaks down exactly what that means in practice. Explaining the five-stage career framework inside every role. The benefits package, which includes a four-month paid sabbatical, a 5% personal growth allowance and up to three months working abroad. Plus, the associate financial planner pathway, a carefully designed development programme that actually delivers on what most firms only promise. The episode’s key takeaways 🔥 Why Frazer James only want A++ people, and what they offer them The five-stage career framework baked into every role Administrator salaries up to £55k. Paraplanners up to £85k. Planners up to £130k The four-month fully paid sabbatical and how it works in practice Why outcomes matter more than hours at Frazer James The associate pathway from shadowing to managing 60+ client relationships Who this firm is genuinely built for…and who it isn't If you're an exceptional financial planner, paraplanner or administrator who's been waiting for an environment that actually matches, you’ll want to listen to this one. ⏱️Timestamps: [00:00] – Why most financial planning careers only go one direction [01:45] – How Frazer James started from zero in a Bristol pub [04:10] – Building a firm you'd actually want to work for [07:30] – The five-stage career framework explained [11:20] – What the administrator role really looks like at Frazer James [15:40] – Remote working, outcomes and maximum autonomy [19:15] – The full benefits package: sabbaticals, growth allowances and more [23:00] – The associate financial planner pathway — and why it's different [27:30] – Lewis's story: from associate to managing 60 client relationships [31:10] – Who Frazer James is built for (and who it isn't) [35:00] – What the talent shortage means for financial planning firms [38:45] – The roles Frazer James is hiring for right now 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 👉 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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Are these the Best Paid Jobs and Benefits in Financial Planning? Frazer James, The best should be paid more!!!! is an episode from The Financial Planner Life Podcast by Sam Oakes.
This episode is 73:46 long.
This episode was published on Apr 30, 2026.
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Are these the Best Paid Jobs and Benefits in Financial Planning? Frazer James, The best should be paid more!!!! is from The Financial Planner Life Podcast by Sam Oakes.
Published Apr 30, 2026 and 73:46 long