A Career Transition For Teachers

The idea of a career change can feel daunting for many teachers. After years dedicated to education, the prospect of stepping into a new profession can seem overwhelming. However, as Laura North’s journey demonstrates, the skills honed in the classroom are not only transferable but highly valuable in the financial planning sector.

Laura, a former college lecturer with 16 years of experience, recently shared her incredible career shift on The Financial Planner Life Podcast. Her story is an inspiring example of how educators can successfully transition into financial planning, leveraging their expertise in communication, problem-solving, and relationship-building.

Making The Leap: From Educator To Financial Planner

Laura’s transition was not an overnight decision.

“It took Laura 9 months to make the decision to join St. James’ Place, we talk about what she did during that period around her due diligence to feel comfortable and calm enough to move across into the Academy and of course into a brand new career we also talk about her first 12 months which she describes as phenomenal”  Sam Oakes Podcaster 

Like many teachers considering a career move, she sought a role where she could continue to help people, make a tangible impact, and maintain a work-life balance. Financial planning emerged as the perfect fit, allowing her to apply her teaching experience in a different yet equally meaningful way.

A key element of her journey was the support she received from the St. James’s Place Financial Adviser Academy. The academy provided structured training, mentorship, and a pathway into the industry, helping Laura develop the technical skills required while capitalising on her existing strengths.

Why Financial Planning Appeals To Teachers

Teachers are natural communicators, adept at breaking down complex concepts and guiding others through learning. These qualities are essential in financial planning, where professionals must educate clients about investments, savings, and long-term financial security. Laura’s story highlights several reasons why teachers can excel in this field:

• Strong Interpersonal Skills – Teaching requires the ability to build trust and rapport with students and parents. Financial planners need these same skills to develop lasting client relationships.
• Ability to Simplify Complex Topics – Just as teachers explain difficult subjects in an accessible way, financial planners must make financial concepts understandable for clients.
• Organisation and Planning – Lesson planning and curriculum development require meticulous organisation—skills that are equally vital in financial strategy and advising.
• Empathy and Support – Teachers are naturally empathetic, a quality that enables financial planners to understand their clients’ concerns and provide personalised guidance.
• Desire to Make a Difference – Educators enter the profession to help others. Financial planning offers a new avenue to support individuals in achieving financial security and confidence.

Overcoming Challenges & Embracing Change

Transitioning careers is never without its challenges. Laura emphasises the importance of building a strong support network, embracing curiosity, and seeking mentorship. Her journey demonstrates that stepping away from the classroom may be a significant change, but it is entirely possible with the right preparation and mindset.

Networking played a crucial role in Laura’s success. Engaging with professionals in the field, asking questions, and learning from others provided her with insights and reassurance throughout her transition. Her approach to financial planning remains rooted in education and trust—principles that guided her as a teacher and now as a financial adviser.

Change can be a necessary part of your career; teaching can be very rigid and sometimes for personal reasons we need more flexibility:

“I have been able to be flexible; I will be forever grateful because where I did have to care for my mum, sadly, she passed away this year I would never have got that time ever in the teaching world to be at my mum’s side whenever she needed it or take her out for an afternoon walk or wheelchair ride and so I’ll always be grateful for that.” Laura’s reflection on time with her mother.

Exploring New Opportunities

Laura’s experience offers valuable lessons for any teacher considering a career move. Financial planning is just one of many paths where teaching skills can be repurposed for success. If you’re thinking about making a transition, take time to research, connect with professionals, and explore opportunities that align with your strengths.

For more real stories and advice on career transitions for teachers, read our blogs on Inspiring Stories or our blog on Academies Good Route For Those Without Financial Background if you are keen to join St. James’s Place Academy like Laura.