Tell us about how you contribute to the success of Carrick Wealth as an organisation.
I believe that everyone should have access to tailored advice and service; something that grows with you, rather than something that you must fit into. Giving the highest levels of care and attention to clients throughout their financial journey, with the support of my team, means that we build long-lasting relationships which add true value to people’s lives. My clients are part of the Carrick family and are treated with the highest levels of care as such. This all encompasses the Carrick vision and values.
What is the best part about your job?
The best part of my job is making a real impact in people’s futures and creating a legacy for their families.
Tell us about your personal and professional growth while working at Carrick.
I have been involved in building, coaching and working with a team of hard-working and caring individuals. As such we have grown an amazing ecosystem of shared values that we drive together. It pushes us to go beyond obstacles we may face in finding ways of achieving the shared goals of ourselves and our clients. The ability to adapt to change has also been a strong area of growth on a personal and professional level for me. If you pair all of this with our positivity, our focus, and an insatiable appetite to constantly raise the bar, it gives one a recipe for success all round. These are all things I am truly grateful for.
What is a typical day at work like for you?
First, my day is usually structured around ensuring that my team and I have a solid plan for the day. I provide coaching and ensure that we are maximizing every hour to add value in as many ways as possible. When I am not actually travelling to meet with them, I get to catch up with some amazing clients all over the world with the help of the modern technology that we are so fortunate to have. Client servicing is also a huge part of my day-to-day activities, as is being there for clients who reach out for support. My door is always open; physically and virtually.
We appreciate the considerate words from our clients about their experience of working with Carrick. We have kept the identity anonymous to honour the privacy of our clients.
“It has been a pleasure working with our team at Carrick. They helped maneuver the transition a complex and deceptively expensive retirement savings plan to a scheme that is much more transparent and better suited to our needs. They presented us with a series of very clear recommendations including tax implications, and in a matter of weeks they were able to achieve more than we had over many attempts and over many years. They are highly responsive, thorough and objective - we are consistently very pleased with the level of service we receive.”
We are always looking for driven people to join our growing team.