“The opportunities are uncapped and we are all encouraged to be ambitious in where we would like to go.”
I wanted to work for a firm which encouraged the staff to play to their strengths and didn’t place a glass ceiling over anyone’s head. I got on really well with the partner interviewing me and I felt like this would be a firm where my own ambitions would be supported rather than be developed to suit an ‘off the shelf’ role. Being offered a position on the Investment Management Committee meant I would be able to make a true impact through my work which appealed to me hugely.
My role at PKF Francis Clark is split between being on the Investment Management Committee and being a Paraplanner.
Within my role on the Investment Management committee, I help in overseeing the Centralised Investment Proposition and carry out regular communications with fund managers to ensure our recommended solutions keep up to date with global markets.
My role as a Paraplanner involves research and analysis of clients’ financial arrangements, I work alongside our Financial Planners to come up with the best suited plan for our clients’ finances.
The culture, the people and the opportunities. I have found that you are encouraged to develop your own path here at PKF Francis Clark. Rather than just filling a position, you begin to feel a true sense of pride and ownership of your role and responsibilities. The opportunities are uncapped and we are all encouraged to be ambitious in where we would like to go.
The culture is brilliant. Whilst we are encouraged to be ambitious and ensure the quality of our work is to the highest standard, there is no ‘corporate’ pressure like other firms. One of the reasons I joined PKF Francis Clark was because I was looking for an organisation that encouraged ambition and a strong work ethic, whilst demonstrating a family-like atmosphere where you felt valued as an individual. If you have an issue, you are encouraged to talk about it, the firm is very welcoming in these aspects and likewise if you want to go that step further, your ambition will be encouraged, not capped.
I joined the firm relatively soon after graduating from university. Prior to coming to PKF Francis Clark I worked at a smaller IFA firm in Exeter. Since joining I feel I have learnt a huge amount, every day I find I have learned something new and continue to come across little surprises as the days go on. I have been involved in large projects to do with our Centralised Investment Proposition and learned the art of Financial Planning report writing. I have also undertaken some industry exams and look forward to completing my Diploma in Regulated Financial Planning soon.
My ambition is to be part of a team offering market leading Investment Propositions to clients whilst promoting positive ethical values. I would love to also be able to offer an Islamic Investment proposition, this is an area I studied at university and is clearly growing fast, but not many firms are willing to take the step in offering a suitable solution.
At this point I would probably say graduating from the University of Exeter with my degree, I was the first person from my family to complete formal education at this level. Either that or securing my position on the PKF Francis Clark Financial Planning Investment Management Committee.
I’m supported in several ways, whether this be through industry exams I wish to take, or just by going round the room picking the brains of the more experienced team members, everyone is always willing to give up some of their time to help others.
Hard work, persistence, honesty and integrity. Having good people skills is also vital. From what I have seen, the most successful people at the firm are the ones who care most about their teams.
Be transparent, be honest and be curious, don’t be afraid to ask questions because the firm is not looking to use you to just fill a role. PKF Francis Clark want to use your strengths and see what a difference you can make as an individual. Be bold!
Challenging, Rewarding, Welcoming.
Jeremy Clarkson, Richard Hammond and James May.
The moon – or some space flight assuming it is opened up to regular folk in the future.
Monkey Business by John Rolfe & Peter Troobe – this book breaks down the preconceptions undergraduate students have of entering the world of finance and showed that a fancy degree doesn’t automatically make you a finance wiz.
Aim for the stars, because even if you fail, you will still land on top of a tree.
My 11 in 1 wallet ninja – cost me about 90p and can do pretty much anything.
Everyone is different, and there is always something you can learn from someone else no matter how far apart or similar you may seem. Utilising this enables you to have a much more comprehensive understanding of any subject you wish to apply it to.
In my spare time I play hockey for my local team and enjoy going to the gym.
I think learning how to play a piano would be good fun, always wanted to be that guy who can play a song on the piano in the room.