The Point, Loughborough Road, West Bridgford, Nottingham, NG2 7QW
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My role as a paraplanner is to support our financial planners with reports and cashflows, which aids our planners in providing a complete picture to clients on how they can achieve their goals while also making their assets easier to understand.
I started my career as an Investment Analyst after graduating in Financial Economics in 2017. As an analyst, I developed my skills in handling and understanding large data sets while working closely with financial advice firms to ensure their portfolios were suitable for them. This exposed me to a range of different advice styles and deliveries.
I then joined a financial advice firm and began working as a paraplanner, supporting financial planners with their client-facing reports. I enjoyed seeing the variety in each client report and how we tailor advice to give the best solution for their personal circumstances. This fed my passion for helping others and understanding people and their needs.
What’s important to me
Family is the most important aspect of life for me. I strongly believe in the philosophy of “we work to live, not live to work,” and a good work/life balance is the key to fully appreciating life and our loved ones. So I try and spend as much of my spare time as possible with my family and friends. Most evenings, you will find me playing badminton or scrabble (when I’m not busy studying)!
I am currently studying towards a diploma in Financial Planning.