I began working for Tom in November 2015, after receiving my A-Levels in the summer of 2015. It was my first ‘proper’ job since leaving school and after studying Statistic Maths at Sixth Form, the apprenticeship agency I spoke to recommended I speak with Tom and go for an interview. Since getting the job, I’ve loved learning and building more experience day by day.

Roles include Administration, i.e. emailing clients, scanning post, speaking with providers. Assisting Tom with the advice process for a client, i.e. researching and analysing existing plans and constructing a financial plan for the client.

I enjoy the construction of building a financial plan for someone as it feels like piecing a jigsaw together, it’s all worth it at the end for the client.

Qualifications
  • Financial Services, Regulation & Ethics (R01) – CII

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Drop by and we’ll pop the kettle on. Alternatively, send us a message and one of us will be in touch.