I’m a diploma qualified Paraplanner, with over 20 years’ experience in the financial services industry. Within this time, I’ve undertaken various roles and responsibilities and have worked hard to excel in my career.
My day-to-day role as a paraplanner involves assisting financial planners with researching, analysing, and preparing financial reports for clients.
What do you enjoy most about your job?
I enjoy working closely with financial planners in helping to create the perfect plan for clients. Becoming part of the client journey and knowing that you’ve been involved in helping them to achieve their goals and objectives is such a great feeling!
I also feel privileged to be working with such a great team, who have a significant wealth of knowledge and experience.
How do you most like to spend your time outside of work?
Being a mum to 3 boys – you’ll find me cheering them on from the side-line of either a rugby or football pitch!
In my spare time I enjoy socialising with family and friends.
Something guaranteed to make your day better…
For me it’s the simple things in life – Sunshine and a nice cup of tea to start my day!
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