I work closely with financial planners, often attending client meetings to gain a greater understanding of a clients circumstances, goals and ambitions. This personal approach helps clients feel more at ease having met members of the team they will be working with. 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 2019, having perviously worked as a paraplanner for a number of years for a St.James's Place practice 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. I am now working towards the Advanced Diploma in Financial Planning as this will continue to increase my knowledge and skills.
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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