As technical support my role sits in between administrative support and paraplanning. This means I am involved with processing new business, preparing client review packs, providing a high level of administrative support, and assisting the paraplanners when needed. This ensures Helm Godfreys client’s experience a smooth and streamline service, in order to help them achieve their financial planning objectives.
I have a Degree in Economics and hold the Diploma in Financial Planning with the CII. I am currently working towards achieving Chartered Financial Planner status and hope to one day to also achieve Fellow status.
Away from the office I enjoy trying all the different food London’s restaurant have to offer, travelling and attending music festivals.