Siobhan Record is a paraplanner and trainee financial adviser for Worcestershire-based Prosser Knowles. She joined the firm earlier this year and is its first paraplanner.
How did you become a paraplanner? I guess I just fell into the role. About 5 years ago I joined an office of a national IFA network in what was supposed to be a temporary position. I was only supposed to be working as an administrator for two weeks but I stayed on and as I started to take on more responsibilities I moved up to being a paraplanner. I’ve been with Prosser Knowles since July 2009. What are your career goals? Ultimately, I want to be a consultant and I’m training for it now. At the moment I do a lot of analysis and preparation work for advisers but soon I’ll be mee...
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