I work with various advisors, providing paraplanning support to deliver excellent customer outcomes. I also assist the Directors in the development and roll out of various projects to improve the service offered by the company.
I have completed the following qualifications and exams to date: Diploma in Financial Planning, Certificates in; Insurance, Advanced Mortgage, Equity Release and Long-Term Care, AF1 – Tax & Trust Planning and AF4 -Investment Planning
I have over 8 years’ experience in the industry having first started as a compliance specialist at my previous firm and worked my way up to a senior position. I have completed exams across multiple disciplines and my compliance knowledge in these areas assists with my role of providing high quality support to our advisors and the business.
Educational background: BSc (Hons) – Physics
I am an Arsenal supporter and enjoy all genres of music. Outside of work I spend time with my partner and our daughter. I am very analytical and find there are very few problems a spreadsheet won’t solve!