She explained that when the Benchmark academy started she “jumped at the chance of gaining further qualifications with added study support”.
“I like the motivation a structured study plan with others gives you. I am keen to become Chartered and I’m sure the academy will help to keep me motivated and on track to do this,” she said.
“Paraplanning appealed to me as I am very detail driven and analysing client scenarios and producing research and reports gave me the opportunity to delve deeper into what we can help clients with and how.
“People often see the role as a stepping stone to advice and it is a good route to go for this, but I believe it can be a fulfilling position for anyone wanting to progress to a more technical role, even if they never want to move to advising.”
jane.matthews@ft.com
