“There’s nothing more fulfilling than knowing you helped play a part, however big or small, in shaping someone’s financial goals and objectives. Being able to help clients understand the complexities of financial advice and becoming someone they can confide in and trust is wholly rewarding and satisfying.”
- Locations
- London, St. James’s
Amanda joined RBC Brewin Dolphin in 2023 as a wealth executive. This is a paraplanner role, supporting wealth directors who are giving financial planning advice to clients.
Amanda’s role involves working closely with wealth advisers and wealth directors to create and implement financial plans for both, high-net-and ultra-high net worth clients. Amanda has a particular interest in the paraplanning side of financial services – focusing on investments, pensions and protection and enjoys the technical challenges that the role entails.
Amanda began her career in financial services in 2016 at a small IFA on the outskirts of London for 4 years. She then moved to a bigger firm in Central London in 2020, where she gained her CII Diploma in Financial Services. She now wishes to go on and achieve her Chartered Status with RBC Brewin Dolphin.