Having spent 4 years at University studying the various areas of finance, I was excited to be introduced to the world of paraplanning. This felt like the perfect career path for me because I can apply my knowledge and technical approach to help people achieve their goals.
I now have 2 years’ experience as an IFA administrator, and I am currently studying towards the level 4 diploma with the CII. I have found that both the exams and experience I have gained have really complimented each other and allow me to do my job to the best of my ability.
I pride myself in my attention to detail, and my use of initiative to deliver high quality work.