Much like my Paraplanner colleagues, my role is to work alongside the advisers and the administration team. Although relatively new to the team here at gpfm, I am no stranger to either financial services or customer service.
This is what I’ve done…
I have been in the industry since 2011 having worked in a number of different positions for providers as well as independent financial advisers. This has allowed me to develop my knowledge base across the industry as a whole and provide our clients with an experience that I hope exceeds expectations.
Like many of the gpfm team, I am studying towards further certifications with the CII to add to the current ones I hold.
…And this is what I’m all about
I enjoy watching and playing football. I am an Arsenal supporter and have been lucky enough to be in attendance and witness them first hand lift silverware at Wembley in both 2015 and 2017. This is one thing that certainly sets me apart from my colleagues!
Outside of work you will find me lifting heavy objects (and putting them back down again repeatedly) in the gym as well as attempting cardio in the occasion spin class. I also like to run in 5k races with the Letchworth Road Runners on the first Saturday of the month and have participated in the Standalone 10k.
I like to travel and attend music events. I have a daughter who I constantly rush around to make sure she attends her gymnastics, tennis, guitar and dance classes.
I believe that if you enjoy doing something then make the time to do it!