My role at Helm Godfrey is to provide administrative support to the wealth management advisers and paraplanners. I engage in a variety of day-to-day responsibilities including processing new business applications, arranging and preparing documentation for client meetings and maintaining client files in line with compliance procedures. As a graduate with a First-Class BA honours degree in Banking and Financial Management I strive to continuously increase my industry specific knowledge and am currently studying towards achieving the Diploma in Regulated Financial Planning.
Away from the office I enjoy teaching myself both acoustic and electric guitar. I also enjoy reading a variety of fictional genres and reading around non fictional points of interest including psychology.