Much like my Paraplanner colleagues, my role is to work alongside the Financial Planners and the administration support team. I work closely with the support team and gather all the necessary information to form a compliant case. I then provide research that assists the Financial Planner in arriving at a suitable recommendation for their clients.
This is what I’ve done…
I have been in the industry for almost 10 years having worked for providers as well as independent financial advisers developing my knowledge along the way.
I am currently studying to obtain Level 4 qualification.
…And this is what I’m all about
I enjoy watching football and I support Arsenal whom I have been lucky enough to witness first hand lift silverware at Wembley in both 2015 and 2017.
Outside of work you will find me in the gym lifting weights as well as occasionally attempting to survive spin classes. I also like to run in 5k races with the Letchworth Road Runners on the odd Saturday and have participated in the Standalone 10k.
I like to travel and attend music events when I’m not ushering around my 10 year old daughter to make sure she attends her gymnastics, tennis, guitar and dance classes.
I believe that if you enjoy doing something then you should make the time to do it!