Dani has worked in financial services for 13 years, initially starting as an administrator before being promoted to a Paraplanner.
I previously managed a team of Paraplanners and Administrators before moving into the role of Office Manager. My role is very diverse and no two days are the same. It consists of HR, recruitment, arranging training, organising events, reviewing procedures and occasional paraplanning.
I live with my husband, along with our dogs, ferrets, tortoise and turtles. In my spare time, I am kept busy looking after the animals, however, when time permits, I enjoy spending time with family and friends.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.