Nicola Head of Central Operations
financial planning
“There is lots of opportunity to develop knowledge and skills whether through group workshops or independent study.”
Their reputation for being a professional firm and the vacancy in paraplanning suited what I was looking for at the time.
I am now Head of Central Operations where I oversees the provision of high quality of technical and administrative support to clients and colleagues throughout the firm. Together we help our clients work towards their long-term goals by making sure their finances are in the best shape possible. We research markets, source suitable investments, arrange their purchase, and then we monitor performance, changes in legislation and recommend adjustments along the way. We build long term relationships with clients and their families – giving them peace of mind and time to do what they are more interested in.
The variety. No two days are the same.
The people I work with are professional and we all have the same ethos which is to look after each other as well as our clients. We want people to enjoy the working environment but not at the expense of their home lives.
I joined as an experienced paraplanner in 2014 and since then have worked my way up to managing a large team of paraplanners and administrators. As part of the senior management team, I work closely with colleagues across the firm to review and refine our operational framework to make sure we deliver the highest quality service to clients.
Developing a clear framework that will future proof our business has consumed a lot of my time, but I am proud we now have a sturdy foundation from which we can continue to grow and be a highly successful business.
We work as a team, share ideas and both colleagues and senior management support each other. There is lots of opportunity to develop knowledge and skills whether through group workshops or independent study.
Having ambition and the courage to be innovative. Thinking outside the box and being willing to embrace change as we never stand still.
It’s not all about the top line salary package. PKF Francis Clark is about so much more. It is a caring environment. As an employer I have found them to be flexible in their approach and considerate when it comes to the work/life balance.
Fast-paced, Varied, Lighthearted.
Bob Mortimer for his wit. Heather Small for her awesome singing voice and my lovely friend Denise who I see rarely now as she has moved to Cyprus.
Fortunate enough to have just visited – Maldives. Need a new dream!
Jamie Oliver – 5 Ingredients – so simple and quick.
Don’t really have one – happy to listen to most types of music.
My grandad told me there is no such word as ‘can’t’ and I have yet to prove him wrong. There is normally a solution to a problem.
Probably the bottle opener when the working day is done!
Lazing on a white sandy beach with a great book.
To make time for those you love as life passes by so fast.
Love to dine out, spend time with friends and family, walking, exploring new places.
Always liked the idea of ballroom dancing (especially Latin) – maybe one day!