9 to 5
On a day-to-day basis, Amy writes reviews and simple reports, and assists colleagues with data collection and illustrations. Always keen to develop her skills, Amy has now completed her Paraplanning Apprenticeship—achieving a Distinction and gaining her CII Certificate in Paraplanning along the way.
Amy brings over 12 years of experience as an administrator in the financial services sector, having worked with a range of firms from single advisers to large national companies. She is now continuing her journey towards the Level 4 Diploma in Regulated Financial Planning as she trains to become a fully qualified paraplanner.
Clocking off
In her free time, Amy enjoys travelling and exploring new places, getting stuck into a good book, watching movies and spending time with family and friends.
