Veena Patel, paraplanner to Rebecca Taylor at Dunham Financial Services, works from home and rarely meets clients. But could the company function without her?
Veena joined the financial services industry straight from University, where she achieved a BSc (Hons) in Mathematics. Q. You are unusual in that you have worked as an IFA and a paraplanner. What prompted the career change? A. I loved being an adviser, but when I became pregnant with my first child, I realised I wanted a more flexible option, as I didn’t want to put in the time when I had a family. Also, the transition worked well for me, because the aspect I most enjoyed was the technical side, rather than the client-facing role. Q. What is your average day like? A. We have a uniq...
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