Client Relationship Manager / Paraplanner
Andy has 6 years experience in financial services prior to joining ProSport, the last three years working as a Paraplanner.
Andy’s role involves assisting and supporting the planners in the delivery of compliant new business and ongoing services to clients, reviewing client investment portfolios, risk analysis, and report writing. Andy really enjoys the interaction with the clients.
Andy’s ongoing goal is to continue to develop professionally, gain further experience and achieve high levels of technical knowledge, whilst continuing to progress with his professional exams.