Claire has worked in financial services for over 17 years. She originally started out in a life assurance company before moving into an administrator role with an IFA company in 2012.
Now working as a Paraplanner, Claire's day-to-day role includes analysing client portfolios, assisting in the creation of suitability letters for clients, and general administration work.
After completing the Diploma in Regulated Financial Planning, Claire is looking to broaden her knowledge and is working towards the Advanced Diploma.
When not working, Claire loves spending time with her family, walking the dog and going on holiday.