My role as a Paraplanner at Emery Little gives me lots of hands-on involvement in the financial planning and report-writing that we do for our clients.
As a Paraplanner, there are lots of specialisms and technical knowledge (and exams) that you can develop. This is exciting (but also a little daunting). I really like getting to meet our clients at their review meetings with our Planners. Putting faces to the names that we spend many hours looking at behind the scenes is great.
Paraplanners assist the Planners in ensuring that their recommendations are clearly laid out in reports for our clients to digest, and that any supporting documentation and background research has been completed to the highest possible standard.
I really enjoy windsurfing and skiing. I have a habit of buying lots of books. I also really enjoy anything creative, and I’m slowly getting to grips with my inherited sewing machine.