Tell us about how you contribute to the success of Carrick Wealth as an organisation.
I am highly experienced and qualified in the onshore financial planning space, now being in my 16th year in the industry. With this wealth of knowledge and experience, I am available to those in the team in my office who aren’t familiar with the local financial planning space, as someone they can consult for assistance and advice.
What is the best part about your job?
For me the best part is being able to help people as individuals and give them tailor–made advice and solutions to their financial planning needs – this while being their financial planning coach guiding them through their working lives to retirement and even beyond.
Tell us about your personal and professional growth while working at Carrick.
Working with such a dynamic team has made me feel that I can be even better than I was regardless of all my years in the industry. It has made me more determined and I am putting more effort into my tasks than before.
What is a typical day at work like for you?
I always enjoy an early start to my day. I try to get into the office by 8am every day when I have no clients that I must see in the morning. When I am not in meetings with clients, I complete any administrative tasks that require my attention. I also try to remain in contact with clients daily, whether to schedule meetings or in the hope of obtaining referrals for more business.
We are always looking for driven people to join our growing team.