Get in touch
What’s the best thing about Crowe Financial Planning?
The way it feels like a small company working with sophisticated clients, with the benefits of a larger company behind it.
Tell me about your role?
As a Senior Paraplanner, I work with the consultant to research and write recommendation reports for clients. The reports generally include solutions and products that will help clients to reach their goals and objectives.
What is important to me when delivering client service?
The most important thing is that clients should get the best quality recommendations and reports from us and should be supported every step of the way when working with us.
My favourite book.
My favourite book is 19 Minutes by Jodi Picoult.
What matters to you most in three words?
Family, sleep, chocolate.
What do you enjoy most about your role?
Every day is different - working on new clients, researching different products, interacting with the Financial Planning team and other Crowe colleagues too. Being able to manage my own workload, to a certain extent, is a huge bonus too.
My favourite book is 19 Minutes by Jodi Picoult.
My favourite
book.
Family, sleep, chocolate.
What matters to you
most in three words?
Every day is different - working on new clients, researching different products, interacting with the Financial Planning team and other Crowe colleagues too. Being able to manage my own workload, to a certain extent, is a huge bonus too.
What do you enjoy most
about your role?
The most important thing is that clients should get the best quality recommendations and reports from us and should be supported every step of the way when working with us.
What is important to me when delivering client service?
As a paraplanner, I work with the consultant to research and write recommendation reports for clients. The reports generally include solutions and products that will help clients to reach their goals and objectives.
Tell me about
your role?
The way it feels like a small company working with sophisticated clients, with the benefits of a larger company behind it.
What’s the best thing about Crowe Financial Planning?
Get in touch
As a paraplanner, I work with the consultant to research and write recommendation reports for clients. The reports generally include solutions and products that will help clients to reach their goals and objectives.