I currently work within the strong family business that has been running for over 25 years. Within my job as a Financial Paraplanner I undertake many roles within the company and have a wide range of skills to implement this in my day to day workload. This ranges from helping to support the many financial advisers that we have at the practice (currently 19) in their advice as well as the maintenance of the advisers client's information and their investments through the various of providers on a regular basis to support and apply investment strategies for each client. To also use my own initiative in identifying areas that are in need of planning by maintaining regular review of our client's assets, using detailed analysis and research in supporting advice and potential future advice. To utilise the research undertaken in identifying possible solutions to meet the individual clients needs as well as being able to then further implement the suitable advice into action and document appropriately.

Along side my main role as a Financial Paraplanner, I also run D&C Will Writers, a Wills and Estate Planning Business alongside my Father. Through this we provide estate planning advice and solutions to help prepare our clients for the management and disposal of their estate through our wide range of services including; Will Writing, Lasting Power of Attorney, Trusts and other related services. As well as this, I undertake the role of developing and conducting any training or educational seminars necessary to guide our introducers, clients and other individuals through the procedural, legal, and financial aspects of their plans. Individually, I am also responsible for developing and maintaining relationships with professional advisors and memberships to aid in the sustainability the company is proud to have. I also proud myself in the attribute of having an open mind to be able to adapt to change as and when required (e.g. with legislation) and continued research to enable myself and the company constant development using the wide variety of knowledge at our fingertips as well as the ability to implement ideas for future expansion possibilities in different areas

During this role I had to undertake the preparation, setting up, service and clearing for Conference & Banqueting events across multiple sites as per required by the clients instructions both inside out outside with a variety of numbers to cater for range from 50 to 250 individuals. I had to maintain flexibility in being able to serve a variety of different functions i.e. buffets, seated dinners, silver service etc. but to ultimately provide the appropriate level of service as standard. During this time I realised that flexibility, decisions making and problem solving skills were key skills to have as we had to take charge in certain occasions on dealing with customers, their queries and appropriate actions to be taken without the necessity of involvement of a manager. From there we had to ensure that we could work both front of house and behind the scenes as necessary and the capability of being able to serve both alcoholic and non alcoholic beverages as well as undertaking some general catering assistant duties and handling of moneys as required dependent on the event.

Variety of Roles including;- Customer service assistant: talking to customers and making them feel welcome- Department specialists: coordinating books, vinyl, accessories or homeware displays- Stock room assistant: sorting donations they receive - looking out for the hidden gems- Stock generator: encouraging local organisations to donate their unwanted items as well as collecting donations from friends, family and local businesses and taking them into the shop