I started my career in Financial Services in 2016. I spent my first six years working within a small company. Here I progressed through administrative and client relationship roles, to a Senior Paraplanner position, alongside gaining my Diploma in Regulated Financial Planning and starting to work towards Chartered status. Following this, I gained a variety experience through self-employed paraplanning work.
I joined Crowe Financial Planning in 2023, where I am currently working as an Associate Consultant and Financial Planning Executive for Nasiba Vaiya, whilst I continue to work towards Chartered status.
Crowe Financial Planning has a great team of people. Everyone is friendly, approachable and always willing to help.
There is a shared desire amongst the team for delivering excellent client service.
I work closely with Nasiba Vaiya as her Senior Paraplanner and Financial Planning Executive.
This involves attending client meetings and maintaining client relationships as well as researching products and writing Suitability Reports.
I enjoy the variety of work within my role, which enables me to continuously learn and develop my skills and technical knowledge.
I also enjoy being part of each client’s journey towards reaching their goals.