
Aspiring Paraplanner with a strong foundation in financial services, compliance, and technical report writing. Experience in internal audit and risk management, with proven ability to analyse complex financial information and produce clear, accurate recommendations. Completed R01–R05 of the Level 4 Diploma in Regulated Financial Planning and progressing towards R06, demonstrating strong commitment to professional development. Confident communicator with experience presenting to senior stakeholders and at industry events. Motivated to support advisers and clients through high-quality analysis, documentation, and attention to detail.
· Executed internal audit engagements across financial services areas including customer remediation, bulk purchase annuity transactions, and asset valuation governance, ensuring compliance with regulatory and internal control frameworks.
· Analysed complex financial, operational, and regulatory information to identify risks, assess controls, and develop clear, evidence-based recommendations.
· Prepared detailed, technically robust audit workpapers, clearly documenting analysis, judgement, and conclusions — directly transferable to producing accurate, compliant suitability reports.
· Produced high-quality, concise reports for senior management, translating technical findings into structured, actionable insights.
· Regularly presented findings and recommendations to senior stakeholders, demonstrating the ability to explain complex technical information clearly.
· Collaborated with business leaders to agree practical and tailored recommendations that strengthened governance, risk management, and customer outcomes, mirroring adviser-client support.
· Contributed to continuous improvement of audit methodology, documentation standards, and stakeholder engagement.
· Supported Senior Engineer on multiple large-scale construction projects, ensuring accurate execution of site plans.
· Utilised advanced surveying equipment including Robotic Total Stations, GPS Rover, and Base Station to achieve precise measurements.
· Set out structural elements and verified plumb, line, and level of steel columns to maintain structural integrity.
· Contributed to the successful delivery of major projects such as the Virgin Hotel, Edinburgh and the Advanced Research Centre at Glasgow University.
Technical Communication & Report Writing
Financial Analysis & Research
Stakeholder/Client Communication
Pension & Investment Knowledge
Regulatory & Compliance Awareness
Risk Assessment & Control Testing
Presentation & Verbal Communication
Attention to detail
Chartered Insurance Institute (CII)
Level 4 Diploma in Regulated Financial Planning | ProjectedJan 2026
· R01 – Financial Services, Regulation and Ethics
· R02 – Investment Principles and Risk
· R03 – Personal Taxation
· R04 – Pensions and Retirement Planning
· R05 – Financial Protection
· R06 – Financial Planning Practice (In Progress – exam 20th Jan 2026)
· Selected speaker at Early Careers Investment Management Networking Event (City of Glasgow College) for two consecutive years, presenting to students and industry professionals on careers in financial services and investment management.
· Delivered presentations to M&G early careers cohorts and provided informal mentoring to apprentices and early-career colleagues, supporting development in technical and professional skills.
· Independently studied towards the Level 4 Diploma in Regulated Financial Planning alongside full-time employment.