Paraplanner
Alex joined us seeking more diverse and challenging paraplanning opportunities following seven years of experience in the industry. She had been qualified and working as a Paraplanner for two years before joining our Research Team. A strong background in IFA administration means Alex has detailed knowledge of what clients need and want in the delivery of financial advice and the importance of clear and specific Suitability Reports that are meaningful to them as individuals. A keen badminton player, Alex is also the Treasurer for a local charitable trust.
