Tell us about how you contribute to the success of Carrick Wealth as an organisation.
Having been trained by the Directors of the company, I have a good understanding of what it takes to be successful in the industry. This has helped me often to find alternative ways of looking at problems and thereby to help my colleagues and clients find the best solution. I am very approachable and always try to be kind and helpful to others in my everyday life. I truly enjoy helping people regardless of whether they are clients or colleagues. I hope my positivity has an impact on the people around me. In conclusion, I think the fact that I care about people makes me an asset in many respects for the company.
What is the best part about your job?
The best part of my job is meeting new people every day and the fact that the advice I provide is never the same; it changes all the time due to ever-changing markets and people being in different stages of their lives. This makes my work very interesting as you never know what to expect.
Tell us about your personal and professional growth while working at Carrick.
As already mentioned, being trained by Carrick’s Directors has given me tremendous insight into how the industry works and has helped me to give my clients the best advice and service. Since joining Carrick, I have also completed my RE5 certificate, as well the International Wealth and Investment Management level 3+ qualification from the Chartered Institute for Securities & Investment (CISI). I plan to continue my studies to level 4 by the end of the year.
What is a typical day at work like for you?
Typically, my day involves scheduling appointments and meeting with prospective clients. Ideally, I would love to spend the day playing golf with new prospective clients.
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.
“In the time that I have worked with Alfonso on my personal wealth management, I have found him to be accessible, reliable, responsive and resilient in finding and implementing solutions that suit my needs. He is an asset to the Carrick team.”
We are always looking for driven people to join our growing team.