Gemma Davies, a paraplanner/trainee financial planner at Bluefin's Cardiff office, works in a team of six providing support to financial planners Julie Lord and Marlene Shalton.
How did you become a paraplanner? I graduated from University in 2005 after taking a law degree. However, I decided I didn’t want to go into law and quite early on I began to get involved with financial services. I started doing some temporary work at Julie Lord’s firm Cavendish for six weeks. When that time was up, I then became a full time staff member. The firm then became part of what is now Bluefin in November 2007. What were the first few weeks like? I had no preconceived ideas about what it would be like but I really enjoyed it. I started work as a trainee paraplanner and have ...
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