I have worked at Investec for three and a half years, starting as a Paraplanner and progressing to Senior Paraplanner in October 2021. As a Paraplanner you work closely with the financial planners to gain an understanding of a clients circumstances, goals and ambitions to enable you to undertake research and provide a recommendation for the client. I have recently moved into the Advice Assurance Team and part of my role is to review recommendation reports issued to clients across the company to ensure that the advice being given is relevant and meets the clients objectives and ensuring the information is clear and easy for the client to understand.
I have worked as a paraplanner for a number of years with St.James's Place and prior to that for an independent financial advisers. My career in financial services started in mortgages, where I worked as a mortgage administrator and then as a mortgage adviser. These roles gave me a good grounding in customer service as I took several calls from solicitors and anxious mortgage customers chasing their completion funds. From there I decided to make the move into financial services and enhance my knowledge by gaining the Diploma in Financial Planning and have since also undertaken additional studies to qualify as a Chartered Financial Planner in October 2021.
I have always enjoyed gardening and like to watch Gardeners World (much to the annoyance of my partner and five year old son who do not see the attraction). I have taken a number of seeds from various plants which will be interesting to see in my garden in the coming years.
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Consoling a child who has lost at a game of Fifa.
Investec is a life cycle business. We want to help you build your wealth, plan for the next generation, plan for retirement and be able to benefit from those plans.
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.