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AlexM

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AlexM
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  • @rwooffatst said: I went straight from a retail banking environment as a Personal Banker (non-advised) into paraplanning; I then did my exams whilst in the paraplanning role. I think that if you are within a supportive firm you will flourish. …
    in Changing careers within financial services Comment by AlexM November 2020
  • Hi Caro, Thanks for taking the time to reply Good advice on the exams, I think the practical application of the knowledge would be the best thing to further develop now. Especially when the material is still relatively fresh, like you said. …
    in Changing careers within financial services Comment by AlexM November 2020