Abs Godah
Trainee Paraplanner
What I do:
I am part of the Paraplanning & Support team, working closely with our Financial Advisers to help develop and deliver tailored financial plans that reflect our clients’ individual needs and long-term objectives. This includes supporting a broad range of financial planning areas, such as pension planning, savings and investments, cashflow forecasting, protection and insurance.
My responsibilities also involve collaborating with colleagues across the business to support the delivery of high-quality client services. This includes attending client meetings, preparing detailed technical reports, conducting annual portfolio reviews, assisting with compliance requirements and undertaking provider research to support our Central Investment Proposition.
I am currently working towards my Diploma in Financial Services, with the long-term ambition of progressing into a Paraplanner role and ultimately becoming a Financial Adviser.
What I like:
Outside of work, I enjoy spending quality time with family and friends, exploring new destinations and discovering new places to eat.