Riverside Chambers, Full Street, Derby DE1 3AF
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I am responsible for preparing the information that goes into our regular financial planning reviews for clients. That includes obtaining updated values, transaction details and investment performance data, as well as contacting our clients for updates about their personal circumstances. It’s all part of providing ongoing support to our financial planning advisers, and helping our clients as their financial plans change over time.
I work out of our Derby office.
I worked in retail for eight years but was always keen to move into the financial planning profession because I love to work with numbers and complex problems.
I have a strong work ethic and I am pleased to be part of a business with serious client focus where I can develop my own knowledge and work to my strengths.
What’s important to me
From a personal point of view, it is really important that I work in an ethical, supportive company, which recognises what I can offer and helps me to develop. I value working in an environment where I can learn at my own pace and I am encouraged to create a real balance in my life.
Outside of work, my family are important to me and I love to read, particularly keeping up to date with current affairs.
I am studying for the Diploma in Financial Planning; the benchmark in the financial planning world.