I work closely with the Financial Planners both before and after client meetings to gain a greater understanding of a client’s circumstances, requirements and financial objectives. Once the financial planning strategy is agreed, part of my role is to review any existing arrangements and ensure these continue to be appropriate, as well as undertaking research to confirm any proposals we make will meet the needs and objectives of the client. I then outline the plans agreed with the financial planner and report these to the client in writing, ensuring that all the relevant information is included and that our recommendations meet the client's needs. I also liaise with the relevant providers to ensure the smooth processing of applications and information where required.
I have been with Investec since 2021, having previously worked as a paraplanner for a number of years at Chase de Vere and Sedulo Wealth Management. My career in financial services started in pension claims at Royal London where I worked as a pension claims admin. These roles gave me a good grounding in customer service as i was responsible for answering calls from policy holders and financial advisers to assist them with all queries regarding their pension products. From there I decided to make the move into financial services and enhance my knowledge by gaining studying towards a Diploma in Financial Planning.
I am into my fitness and enjoy going to the gym, I attend a boot camp 4 mornings a week before work. I also enjoy going for hikes and bike rides with my family and friends. When I’m not exercising, I enjoy watching football, I am a proud Manchester united fan, and I enjoy socialising with my friends.