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Latest / Financial Planner Life Podcast

Jonathon Jay, from Trainee Paraplanner to Chartered Financial Planning Director at Investec

This week’s guest is Jonathon Jay - Associate Director level Financial Planner at Investec Wealth.

Jonathon is a prime example of how ambition, hard work, self-belief and a clearly defined goal can propel your financial planning career forward within a short space of time.

Jonathon didn’t leave school with the greatest of A-Levels and didn’t go to University. However, this didn’t stop him from achieving his Level 4 DipFA within 7 months and Chartered by the age of 26. Yet again, proving that your school grades do not define your future.

Jonathon takes us on a career journey from an…

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