Meet the Clarion Family: Jebun Kazi

Meet Jebun Kazi, an Associate Financial Planner with Clarion Wealth Planning, who joined us at the beginning of 2022. Here, we find out how she took her first steps into financial planning, who has inspired her in life and what she thinks makes Clarion unique…

What is your role at Clarion?

Associate Financial Planner (Paraplanner) – supporting advisers to plan effectively for the financial well-being of our clients.

How did you take your first steps into financial planning?

I studied Economics at university so going into the finance sector seemed like a natural step for me. I’ve always wanted to pursue a profession where I could help people empower themselves financially.

What do you think Clarion offers its clients that makes it unique?

Robust cashflow planning.

What is the biggest lesson you’ve learnt in your role?

The real value of lifelong cashflow planning and how this provides the best outcomes for our clients.

When you were younger, what did you want to be when you grew up?

Air Hostess so I could travel the world!

Who has inspired you in your life and why?

My mum – there’s nothing she can’t do.

Spring, summer, autumn or winter?

Summer – longer days and warm weather!