The Financial Adviser School - Victoria McLeod-Gayle

Name: Victoria McLeod-Gayle
Job Title: Trainee Financial Adviser
Company: The Financial Adviser School
Sectors: Banking, Customer Service, Finance, Insurance, Recruitment, Sales

How did you find the application and interview process for your job?

For me, this has been a complete career change and as such, I found the whole experience daunting! I had never had to use power point, produce a presentation in the manner I did for the interview and I had no direct financial industry experience. Therefore, this posed a personal challenge, which I overcame.

Why did you decide to work in this industry?

To say that this was my first career choice growing up would be an overstatement. However, having used an Independent Financial Adviser to help manage my own financial affairs got me intrigued. I started to realise that I had a good grasp of financial products, so started to research becoming one myself.

What do you enjoy most about working in this industry?

I enjoy working with people and supporting them in finding a solution to their financial difficulties and/or goals. Additionally, being able to work from home and have some flexibility with my time , are the things that I value. Therefore, this role feels like one that ticks the major boxes for me.

What have you struggled most with since starting you career, and do you have any advice on how to overcome it?

Being new to the industry, has made everything a struggle. Understanding the jargon, the processes and how all the components of various teams work and interlink has been difficult. Moreover, I have had to find my own clients. I have researched, asked lots of questions and tried to gain experience as I studied to overcome the above.

Do you feel diversity is an issue in the Industry you work in?

I have not been over exposed to the industry as yet, but from events that I have attended thus far, it would seem that ethnic minorities and women are underrepresented within this field of work.

What's the best career advice you've ever received?

Feel the fear and do it anyway! I love this, as when I get nervous about any aspect of my working life; I embrace it, rather than run from it.

What advice would you give to other aspiring graduates looking to work in your field?

Try to get as much on the job experience as possible, whether as an apprentice, voluntarily or paid, as this will stand you in good stead.

More case studies

Name Company Sectors
Sophie Redway Associates in Advertising Ltd Marketing, Media, Recruitment
Deb Lee BT Computing & IT, Engineering, Internet & Digital Media, Management, Research & Analysis, Sales, Telecommunications
Rachael E.ON Energy & Utilities
Joanna Brewer Enterprise Rent-A-Car Customer Service, Management, Retail, Sales
Sarah Blackett Raleigh Architecture & Construction, Engineering, Media, Sales, Travel & Hospitality
Natasha Ansell Citi Banking
Amanda Garcia SQS Group Limited Computing & IT, Consultancy
Louise Collis FDM Group Computing & IT, Consultancy, Science & Technology
Jenny Taylor IBM United Kingdom Ltd Computing & IT, Consultancy, Internet & Digital Media, Science & Technology
Claire Harrower Alfa Computing & IT, Consultancy
Jessica James Commerzbank AG Banking, Finance
Donna Trapnell Lloyds Banking Group Banking, Computing & IT, Insurance, Management, Retail