Level 4

It’s official. I have completed the Diploma in Financial Planning and can now legally give financial advice. However it’ll take some time until that actually happens as I need to transition into that role. Most people who jump into advising after getting the diploma sink and drown. Nobody knows for sure how the process will look like but I’m sure I’ll get there.
Another bonus was getting a raise which is always a good thing. During my appraisal this Wednesday I found out a few things about how I’ve grown as a person at work. That came as news to me because I don’t think I’m any different from when I first started. I was told that my attitude in the beginning was very different – I just wanted to get the work done and never think of it again but now I’m more concerned about doing things right and making sure our clients are happy. I think to a large extent it’s because I’ve moved from a purely admin role (answering the phone, booking client meetings, scanning stuff etc) to a more technical and interesting paraplanning position.
I’m looking forward to the future, things are starting to look good.
That’s it for now.


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