I have over 30 years’ experience working in financial services and most recently as Paraplanner having achieved a level 4 Diploma in Financial Planning.
My role involves working closely with the Adviser Team and back-office teams to produce detailed research in the preparatory work required for administering a financial plan. I have strong attention for detail and my work involves looking at research, reports and data to help the Financial Advisers put together a quality bespoke plan for clients.
I am continuing to study beyond my current Diploma level and this helps me continue to remain relevant and further my knowledge.
When I am not at work, I enjoy spending time with my family and friends and travelling as much as possible. I also enjoy zumba to help me keep fit.
- Report writing
- Financial Services Administration
- Private Client
- Financial Services
- Level 4 Diploma, Financial Planning