Mid-year reviews aren’t just about ticking off goals and gathering feedback: they’re a chance to take stock of where you are and where you’re headed. Maybe you’ve grown in ways that don’t show up on paper. Maybe your impact is greater than the metrics suggest. Or maybe you’re starting to wonder if your current role is still aligned with your future self.
These aren’t red flags: they’re signposts. Signs that it might be time to shift gears, set new goals, or even ask bigger questions about your growth, your direction, and whether your current environment is truly helping you thrive.
A mid-year review can be a mirror. The real question is: what are you going to do with what you see?
Discomfort isn’t the problem: it’s the prompt
That quiet unease after a review? It’s not just awkwardness – it’s insight. It’s your instinct nudging you towards change.
Instead of brushing it off or pushing through, pause. Reflect. Not just on how you’ve performed, but on what the experience is telling you about your values, your drivers, and what you’re outgrowing.
Try asking:
• What kind of work energises me, and how much of my time is spent doing it?
• Is this role stretching me in the right direction, or simply exhausting me?
• Am I actively moving toward the life I want – or just holding my spot?
• Do I have the support and space to grow here, or am I starting to hit a ceiling?
What happens next is up to you
If your answers point away from your current role, that doesn’t mean failure. It means awareness. And with awareness comes choice.
There comes a point when staying still costs more than moving on. Mentally. Emotionally. Professionally. When that moment arrives, change isn’t just possible: it’s essential.
The good news? Change doesn’t have to mean starting from scratch. Many industries, including financial services, actively welcome career changers – people with rich experience, diverse perspectives, and a desire to make a meaningful difference.
If your current role no longer fits, why force it?
Your mid-year review might be the wake-up call you need
That mid-year check-in might not have brought fireworks. But maybe it’s brought focus. And that’s just as valuable.
This is your chance to stop drifting and start directing: to reassess, reimagine, and realign your career with what matters to you now.
At St. James’s Place Financial Adviser Academy, we support professionals ready to pivot with purpose. Whether you're already qualified or just beginning to explore the financial services sector, the Academy provides the tools, training, and confidence to launch your own advice business or join one of SJP’s existing practices – and build a future on your own terms.
Ask yourself:
• Do I thrive on building relationships and helping others succeed?
• Am I curious about the financial world, and am I ready to learn more?
• Can I picture myself leading, not following?
• What could life look like if I chose growth over comfort?
And most importantly:
If not now, when?
Let’s talk about your next chapter
The future doesn’t have to be uncertain. It can be intentional.
If you're ready to explore what’s possible, we’re ready to talk. Learn more about the St. James’s Place Financial Adviser Academy and start a conversation about the career you deserve.