Tell us about how you contribute to the success of Carrick Wealth as an organisation.
I contribute to the success of Carrick through doing my job to the best of my abilities. I do this by always being available to help others in the organisation and being as much of a team player as possible.
What is the best part about your job?
Being able to see proper financial planning in action. Having a servicing meeting with a client and seeing the impact you have. I enjoy helping people and I am super happy I have a profession where I can use my knowledge and expertise to help people.
Tell us about your personal and professional growth while working at Carrick.
Since joining Carrick through the Development Academy, I have grown phenomenally both personally and professionally. Professionally, I have grown my knowledge extensively in financial planning and especially also in international investment. I have furthered my studies through short courses such as learning financial analysis through the programming language Python, an introduction to the FinTech course, and am completing a diploma in macro-economics. Next, I am looking to complete my master’s degree in finance and completing levels 3 and 4 of the Chartered Institute for Securities & Investment (CISI).
What is a typical day at work like for you?
A typical day at work would be starting the day catching up on the news and understanding the markets, followed by servicing my current clients. After that I would use the rest of my day for meeting new people and bettering myself professionally.
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.
“I have been a client of Tom Darling (Carrick) for almost three years. I have found Tom, not only to be extremely professional and knowledgeable, he also communicates well and always keeps me informed of my investment’s performance. I have especially been very impressed with the way they handled the COVID crisis and I never felt like my investments were at risk despite all the uncertainty that was going around. I highly recommend Carrick to anyone looking to grow and diversify their investments. They are great partners and I especially enjoy my dealings with Tom Darling.”
We are always looking for driven people to join our growing team.