On this week’s episode of The Pro Adviser Podcast, in association with Architas, Hannah Godfrey talks to Chloe Moran, a young and ambitious paraplanner with big ideas for the sector.
Hertfordshire-based Moran is 29, and has been working in the advice sector since she graduated from university. She is now working as a paraplanner at Boosst Financial Planning, and has her eye on becoming a financial planner in the coming years. On the podcast this week Moran talks about the more archaic aspects of the industry that should be binned, including the use of fax machines in 2020, and her passion for financial education in schools. She also discusses diversity in the profession and how it can be improved, her greatest achievement to date, and her future plans. To hear...
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