- Bristol Office
Can you describe your current role and responsibilities?
My role as Adviser support consists of contacting clients to book and rearrange their meetings with advisers and also preparing the key documentation and reports for said meetings.
What has been your journey so far?
I began my financial career at Zurich and have since gained experience across several reputable financial institutions, including St. James’s Place. I now hold the Level 4 Diploma in Financial Planning and am on the path to becoming a Financial Adviser.
What do you enjoy most about working in your field?
My favourite part of working in this field is helping clients achieve their financial goals. I also enjoy the technical side of the role and have developed strong industry knowledge through my experience in paraplanning. I love working closely with advisers and learning from them each day.
What’s a fun fact about you other than an interesting hobby you enjoy?
Outside of work, I play football on Saturdays and Sundays and try to fit in a round of golf whenever I can — though living in England, that’s usually only for about three months of the year! I’m also a huge Arsenal fan and love going to watch them whenever I get the chance.