- Bristol Office
Can you describe your current role and responsibilities?
Help advisers prepare important documentation to allow them to conduct business with clients and meet their financial needs such as annual milestone reports. In addition, getting in contact with providers on behalf of client’s policies to retrieve and analyse information is a key task we do in collating data for advisers to base their recommendations on.
What has been your journey so far?
After sixth form, I took a gap year where I travelled to the Philippines where I went island hopping and gave me a chance to explore the marine life in the coral reefs. Also, I travelled to Costa Rica where I took part in sea turtle conservation which has always been a dream of mine. During university, I gained much work experience in finance to find what suited my interests and abilities. This included experience in M&A as a business analyst intern for Fairstone and a year in industry as a financial planning and analysis intern at Travelport. I recognised that a technical and social mix of work suited me hence I am in this budding industry.
What do you enjoy most about working in your field?
I enjoy the interaction and varied nature of this field. You can be speaking to providers getting valuations or doing a trustnet report to see the progress of investment on a technical level and then speaking to clients and dealing with their request – all in one day.
What’s a fun fact about you or an interesting hobby you enjoy?
Aside from professional pursuits, I am keen on my fitness and go to the gym regularly as well as taking up surfing recently, making use of the wild waves of the South West. I have a background in martial arts where I am a Black Belt in Taekwondo. I also enjoy going to Horse Racing events regularly in venues such as Ascot.
