As a paraplanner, I work closely with our Financial Planners, conducting thorough research and preparing clear recommendations for our clients. The role offers endless opportunities to develop technical knowledge and specialisms, which I find both exciting and challenging.
I enjoy the detailed nature of paraplanning work, ensuring recommendations are clearly presented and supported by comprehensive research. There’s something satisfying about knowing that our careful analysis helps clients make informed decisions about their financial future.
Outside of work, I’m drawn to activities that get me outdoors – particularly windsurfing and skiing. I also have a creative side that I explore through various projects, including getting to grips with my inherited sewing machine.
