I assist our financial planners with technical research and administration, ensuring that everything is done on time and to the required standard. As a trainee paraplanner, I enjoy gaining the experience and understanding in financial services which I can use to ensure all clients are receiving the advice they require.
I chose this career path at Birkett Long IFA due to their positive reputation within the community, which I heard about when I attended a Birkett Long event and spoke to some advisers and support staff.
Outside of work, I spend my time volunteering at my local Sea Cadet unit. I also enjoy sailing in Walton and London.