What's your role? Trainee Paraplanner. I am currently learning how to prepare reports to demonstrate the advice the Planners have given to our clients, building cash flow models as well as completing analysis on our client’s legacy policies. I am also working towards my Diploma; the technical knowledge I have gained from my exams is helping me in my day-to-day work.
What do you like best about working for AAB Wealth? The best part of working for AAB Wealth is that no matter your role or position, your opinion is valued. From experience, this is a trait that is very rare within organisations. If I recognised processes the department could be doing more efficiently this was discussed and then put into practice almost immediately.
What’s your favourite destination? My favourite holiday destination is the South of France, I lived in Nîmes for a year when I was at university and fell in love with the country. The people, the culture and of course the food. You can’t beat fresh baguette and chilled rosé wine in the sun!
What's your quote to live by? “Always go with the choice that scares you the most, because that’s the one that is going to help you grow”.