Working as a Paraplanner for Investec, I work alongside our Financial Planners to support them in providing their clients with research, report writing and regular reviews.
I have worked within the Financial Services sector for a number of years now in varying roles. This has provided me with a wide spectrum of knowledge from sending off letters of authority at the early stage of a client relationship to now working on the final suitability reports. I currently hold the Level 4 Diploma in Regulated Financial Advice and am working towards holding Chartered Status in the coming years.
Outside of work I am a keen foodie and will often be found in the kitchen with my head in a new recipe book. I am also an avid golfer and sports fan in general following my childhood team, Arsenal.
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Where to find the best Burrito in Liverpool.
Investec is like no other company I have worked, no matter your position, your opinion and voice is heard.