Senior Paraplanner working across the full spectrum of personal wealth management, and genuinely enjoying the detail most people scroll past. I support end-to-end advice delivery within a regulated financial services environment, coordinating complex workflows across onshore and offshore teams, running quality and compliance reviews, and making sure nothing falls through the cracks.
My day-to-day spans financial data analysis, investment and risk research, cost and product comparisons, and financial modelling that backs real strategic recommendations. I work closely with advisers and operations teams to turn client goals into clear, compliant advice documentation, including Statements of Advice and Records of Advice that are technically sound and actually readable.
While paraplanning sits at the core of what I do, my role stretches into broader personal wealth management, supporting clients' bigger-picture financial lives, not just the paperwork. What I bring: accuracy, speed, and genuine care for getting client outcomes right the first time. Good advice is equal parts technical rigour and human clarity.
