After completing sixth-form education, I joined Shorts’ Wealth Management Team in September 2019.
Having recently completed my Apprenticeship in administration at Shorts, I am now studying CII qualifications with a view to becoming a paraplanner.
As one of the team’s Adviser Support, my role includes supporting the advisers on a day-to-day basis, making sure that they have all of the information and reports they need for their client meetings, etc, and ensuring smooth communications between the advisers and our clients at all times.
I recently played a key part in the training and support of colleagues following the introduction of new software. I really enjoy being part of the team and helping with the implementation of new processes.