Tell us about how you contribute to the success of Carrick Wealth as an organisation.
Client satisfaction is of the utmost importance to me and is best achieved through transparency. Being part of the Client Services team gives me an opportunity to deliver independent, unbiased advice to my clients. I share Carrick’s values of integrity, transparency, and professionalism, all of which are qualities I wish to deliver to my clients.
What is the best part about your job?
I am extremely passionate about helping others. Working at Carrick affords me the opportunity to give back, which is very important to me and my family. I do this through Carrick’s Corporate Social Investment Partner, Signature of Hope Trust, and by volunteering some of my time to the Robinhood Foundation.
Tell us about your personal and professional growth while working at Carrick.
Prior to joining Client Services, my role was as a Business Development Specialist (BDS). This role was crucial to my development within the organisation as it helped me to grow into a more confident individual and gave me the ability to meet new people and add value for many families.
What is a typical day at work like for you?
I wake up at 5am and head off to the gym for an hour, followed by a swim to cool off. I then spend as much time as I can with my son before heading off to the office. I spend most of my day preparing for and attending client meetings, as well as arranging more meetings for the rest of the day. I always make time to catch up on the news as I am extremely passionate about being up to date with what’s going on in our volatile world and in the sector that I work in.