Paraplanner
After completing an Advanced Diploma in Business Management, Joseph started work in the recruitment sector before deciding to pursue a career in financial services and joining us as a Financial Administrator. A strong communicator used to working under pressure and to tight deadlines, Joseph achieved his goal of completing his Diploma in Regulated Financial Planning within two years of starting with us. Now part of our team of Paraplanners, Joseph supports the adviser team in drafting advice recommendations and Suitability Reports.
