Career Change: From Accountant to Financial Planner in a New Country | Irina Jantayeva

You can pass the exams and still feel unsure about leading a client meeting. What helps you make that next step?

Adam Carolan speaks with Irina Jantayeva of Axis Wealth Management about changing careers into financial planning after accounting, business ownership and a move from Kazakhstan to the UK.

Irina shares how she balanced studying with work and family life, learned by sitting in client meetings and found confidence in explaining complex ideas in plain English. She also reflects on a prospective client who did not proceed, and what that taught her about listening before presenting a solution.

They discuss being the only woman in the room, working with women business owners, finding a niche and developing a voice on LinkedIn. A practical conversation for career changers, newer planners and the firms helping them develop.