Published: 22/09/2024 By Roan Phillips
A month into my role in wealth management, and I’ve settled into the routine of the job, finding it both challenging and rewarding. Each day brings a variety of tasks, touching on different aspects of the industry. One thing I enjoy about this industry is the variety it offers. There are so many different aspects to wealth management, and each task is unique because it’s tailored to individual client needs. No two days are the same, which keeps the work engaging. Meeting clients in person, shadowing Martin Card, has given me valuable insights into the role and the personalised approach we take in managing wealth. Seeing firsthand how we work to understand and support each client's financial goals has been a great learning experience.The team has been great to work with — collaborative and genuinely supportive, which has made a big difference in my first month. There’s a strong culture of openness, where everyone is always available to offer advice and guidance, no matter the complexity of the issue. Whether it's helping me understand evolving industry trends, explaining the nuances of investment strategies, or assisting with client interactions, there's always someone willing to lend a hand. That level of accessibility has been invaluable in navigating the learning curve.
I’ve also started my course to become a qualified financial advisor, and it’s something I’m really excited about. It not only complements what I’m learning on the job but also gives me a deeper understanding of the financial landscape. What I really appreciate is that Martin Card strongly encourages us to learn as much as possible through these courses. He sees them as a critical part of our development, not just something to tick off a list.
Overall, it’s been a productive first month, and I’m looking forward to seeing how things progress.
