Senior IFA Administrator & Trainee Paraplanner
Georgina has assisted IFA consultants and investment managers to oversee market-beating portfolios since 2015. On a day-to-day basis, Georgina supports Matthew and Hazel with the administration side of the firm and hopes to step into a Paraplanner position in the near future.
Before joining us, Georgina gained experience in both the financial planning and investment sectors of wealth management. She has held many different roles, from an IFA Client Relationship Manager to an Execution-only Stockbroker, but as time went on, she found herself becoming increasingly more interested in financial advice and financial planning.
IFS Certificate in Paraplanning & Financial Administration (CertPFA)
Member of the Chartered Institute for Securities and Investment
In her free time, Georgina enjoys attending live music events and going on nature hikes. She also enjoys travelling abroad and immersing herself in different cultures and world cuisines.
What is the most rewarding aspect of your job?
Assisting financial advisers in helping clients plan for their family’s future.
What does a life well-lived look like to you?
Having a balance between work and personal life. Ultimately, being hardworking and motivated whilst having the ambition to travel and embark on new experiences.
What motivates you?
Having a positive impact on others and making myself and my family proud of my achievements.