At work
Currently working as a paraplanner within a Chartered IFA firm. I support advisers in delivering high quality financial advice. Over the past two years, I’ve gained experience across client services, replatforming M&A projects, compliance and paraplanning.
My role involves supporting advisers by handling the technical and research side of client needs. I will review client data, produce analysis, prepare cashflow models and draft suitability reports to ensure recommendations are compliant and tailored to client goals.
I have interactions with clients via meetings. By joining in on meetings I can accurately understand what the client needs are and develop my soft skills by observing how an adviser leads the conversation.
At home
I moved to the UK when I was 4 and lived in both the South and North of the country. I also lived in Slovakia for 2 years during my sixth form.
My interests include football, gaming and travelling to new countries.
In my spare time I enjoy catching up with friends over a drink (or two or three…)
Likes
- The Goldilocks weather between Spring and Summer
- Travelling to new countries
- Comparing beer prices of different countries.
- Browsing items that are extremely out of my price range
- Rare times when Man U win
Dislikes
- The introduction of discretionary service charges in most restaurants over the past few years
- Leaving the house with no umbrella when the weather is great, only for it to suddenly rain
- Lines for restaurants
- Uphill walks
- Slow internet
Qualifications
- CII Level 4 Diploma in Regulated Financial Planning
- Certificate in Financial Services, Regulation and Ethics
- Certificate in Investment Principles and Risk
- Certificate in Personal Taxation
- Certificate in Pensions and Retirement Planning
- Certificate in Financial Protection
- Certificate in Financial Planning Practice