Thinking about a career in financial planning?

In this episode of Financial Planner Life, Miriam Murphy joins Sam Oakes to share her powerful career switch story, from Executive Assistant to qualified financial planner, with support from the St. James’s Place Academy.

Miriam opens up about her early money mindset, paying off debt, buying a home, and how mentorship from Rob Gardner helped her see the potential she hadn’t yet recognised in herself. If you're considering becoming a financial planner or making a career change, this is the episode for you.

We cover:

• How the St. James’s Place Academy supports career changers
• The emotional journey from debt to financial freedom
• Why executive assistants make brilliant financial planners
• The power of mentorship in shaping your career
• How financial planning changed Miriam’s life
• Building a business with purpose and empathy
• The mindset shifts that make you better with money
• Creating a niche offering as an Executive Financial Assistant (EFA)

👉 Interested in finding out more about the St. James’s Place Academy?
Click here: https://www.sjp.co.uk/academy

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
👉 redmilladvance.com

Be sure to follow Financial Planner Life on YouTube for extra content about career development within Financial Planning.

Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.