I began my career in financial services in 2017, joining a large Independent Financial Adviser firm as an Assistant to Client Support. Within a year, I was promoted to a Client Support Associate, working closely with a designated financial advisor, which helped to develop my experience, ranging from fund switches and investment trades to helping my advisor prepare for client meetings.
In 2019, I was presented with a unique opportunity to join former colleagues at a start-up, a family-run financial planning firm, as their sole administrator to their client bank.
The impact of COVID-19 led me, like many others, to re-evaluate my career path, resulting in my decision to join the ambulance service in 2020. My experience on the NHS front line was very rewarding for several reasons, but the unsociable hours do take their toll on your work-life balance.
I therefore decided to make the return to the financial services industry and joined the Client Support team at Crowe Financial Planning UK Limited in January 2025.