I began working for Tom in November 2015, after receiving my A Levels in the summer of 2015. It was my first ‘proper’ job after leaving school and after studying A Level Statistics 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 my experience day-by-day.
My roles include administration (emailing clients, scanning post, speaking with providers) and assisting Tom with the advice process for a client, (researching and analysing existing plans and constructing a financial plan for the client).
I enjoy the construction element of building a financial plan for someone as it feels like piecing a jigsaw together. Seeing the end result – the life changes – it can bring for a client makes all the hard work worthwhile!
- Diploma for Financial Advisers (DipFA)
- Financial Services, Regulation & Ethics (R01) – CII