Claire Tyrrell speaks to a senior paraplanner who moved firms during the pandemic to step into financial advice. He says finding a firm willing to train up would-be advisers was an even greater challenge during Covid-19...
Justin Bennett, 37, switched from insurance firm Gallagher's advice arm to independent wealth planners firm Murdoch Asset Management in April this year, after an option to become a Gallagher adviser fell through. "When I was at Gallagher they were going to offer that role - I was geared up for it and worked hard and put myself in the position for when one of those roles would be available for me, but they took that away because they decided to restructure the business," he explains. Bennett adds that he searched extensively for a job as a trainee adviser after his decision to leave Ga...
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