Financial Planner Life Podcast Jason Mountford - Personal Injury Financial Planning and transfering skills from Australia to the UK
“In Australia, I was an experienced Financial planner holding the equivalent of chartered status. However, when I moved to the UK that equated to 30 CII credits! I quickly realised I had to leave my ego at the door, retake my exams and adapt to the UK market.”
And that’s exactly what Jason did, spending several years in a client relationship manager role, retraining and passing exams, and eventually securing a role with Irwin Mitchel as a personal injury financial planner.
I’ve always enjoyed representing financial planners in the clinical negligence and personal injury space and Jason shares deeply about why this is the perfect role for him and how Andrew Nicholson of Recruit UK helped him find the perfect role.
- The role of a personal injury specialist, and why this financial planning niche is so rewarding.
- Similarities and differences between the UK and Australian financial planning profession.
- Challenges faced when stepping into the UK Financial planning profession from abroad.
- Why he has decided to set up a YouTube channel and focus on social media marketing.
if you are looking to progress your career within financial planning reach out directly to Sam Oakes or take a look at www.recruitukltd.co.uk for the latest job opportunities.
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.