I’m part of the team that puts together reports with our recommendations for clients. This means I conduct research to evaluate products and see how they fit with each client’s financial goals, as it’s important to cater to everyone’s individual needs. It’s important that the work I do and the outcomes that come from this are detailed to our clients in an easy-to-understand way.
Trainee Paraplanner
The best part of my job is working for a company that helps clients achieve their financial goals. I enjoy the research involved in finding the best solutions, and I enjoy been part of an amazing team who are all looking to make a positive impact.
At the moment I am spending the majority of my spare time with my family. Me and my partner have a little boy who was born in June. He enjoys been outside, so we spend a lot of time walking. I also support Hull City and try and get to as many home and away games as possible.
I have got a 180 in darts and a hole in one in footgolf, both just a fluke.
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