Article by Christina
Great news, our newest team member Mhairi Flynn joined us on Monday 19th October.
Mhairi has joined us as a Trainee Paraplanner. She has recently completed a degree in Business & Management at Leeds Beckett University and is now raring to go in her new role. Becoming a fully qualified paraplanner takes time but Mhairi is confident that financial services is what she wants.
Qualifying will involve a number of detailed learning modules covering all aspects of financial services and planning in detail, each with an examination to be passed. Mhairi will benefit from a lot of hands on learning supporting both Christina and Adele and will be “sitting in” on client meetings to learn the processes involved.
We wish her all the best.
