“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 Mountford 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 Mountford 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 professions.
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.
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Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.
Financial Planning Qualifications guide
2021 Financial planning Salary Guide
If you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to [email protected] or call 07854778712 he covers all roles within the profession across the UK.
If you hold level 4 qualification and looking for an entry role into financial planning please also reach out.