Associate Financial Planner (Paraplanner), working directly with a number of advisers.
There are a lot of different aspects to the role, but the main objective is to help our clients achieve their financial needs and goals.
I did a sports degree at university and after realising the prospects for an undergraduate were minimal at the time, I decided to find a job that gave me some experience.
I took a job working on reception and processing new business in an IFA company, and then moved to the mortgage department. From there, I worked my way up to paraplanning and completed my exams for Level 4.
After only a few months in the job, I realised that paraplanning was what I wanted to do.
The needs and objectives of our clients are always at the forefront of everything we do.
That, coupled with the financial planning software and the course we take with our clients, is something that I believe is unique in the industry.
I can think of two. Firstly, to not be afraid of making mistakes.
Another big lesson I’ve learnt in this role is the level of detail required to produce a true picture of our clients’ circumstances.
I always wanted to be a footballer and play for my beloved Liverpool Football Club.
I also wanted to be a fighter pilot (that will always stay with me ….!)
My Dad. He ran me to football three times a week when I was younger, helped me with my studies and gave me important advice about working in the real world.
I’m a natural worrier. Thinking about work and exams tends to keep me awake.
Watching Liverpool become Premier League Champions (fingers crossed!). Or coming back to reality, a nice walk followed by a pub lunch and a beer.
Winter. I love Christmas time and going for winter walks.
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