My role includes working with the administration team to help support the Financial Planners. I enjoy providing detailed research and analysis for the adviser to use to help make the most suitable recommendations for their clients.
This is what I’ve done…
After completing a degree in Economics, I knew I was interested in pursuing a career in Financial Services. Since University I have worked both locally and in the West End, from which I have developed a wealth of experience and passion for the industry.
Whilst in the industry I have continued to challenge myself completing various industry relevant exams. As a result, I have received the below qualifications:
- Certificate in Life & Pensions
- Certificate in Financial Services
- Award in Pensions Update
- Diploma in Financial Planning
I am continuing my studies and hope to achieve my Advance Diploma in Financial Planning shortly.
…And this is what I’m all about
In my spare time I enjoy socialising and seeing new places with my close friends and family. Out of work I like to keep fit and have a couple of sessions a week with my personal trainer. I have a keen interest in cooking and have a strong attitude to learn new skills, hoping to add the ability to play the guitar soon.