Tell us about how you contribute to the success of Carrick Global as an organisation.
I spend time getting to know my clients, understanding their needs, and presenting them with tailormade bespoke solutions. I focus on and have a clear understanding of the most competitive and up-to-date products, which I match to meet my clients’ best interests. It is a privilege to be able to serve them and be part of such a dynamic and successful team. I am extremely dedicated to my role and put my clients’ success at the heart of everything I do.
What is the best part about your job?
The best part of my job is seeing how happy my clients are when they achieve their goals. Every client has different wants and needs, and I love being part of a journey that can sometimes be life-changing. I also enjoy seeing how those relationships develop over the years to include their friends and family whom they have recommended to me.
Tell us about your personal and professional growth while working at Carrick.
Life is one big lesson, and at Carrick, I have found the opportunity to learn and grow further. With Carrick’s support, I am working on progressing into becoming an independent financial advisor so that I can support and help my clients even more and better.
What is a typical day at work like for you?
My typical workday consists of meeting clients, doing paperwork, making phone calls (and trying to find time for a snack in-between).
Your favourite (and work-relevant) motivational quote or words to live by.
“Why do tomorrow what can be done today?” – Benjamin Franklin