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Promotion, Podcast, Exam Passes & An Award Nomination - It's been quite a 10 months for Lauren...

I have been part of the team at TFP for 10 months, and it’s been a whirlwind! I started in October 2022, and with my year anniversary soon approaching it’s a great opportunity to reflect on what I have achieved so far.

Shortly after starting here, it became apparent to me that I love the technical side of the job, running the numbers, coming up with investment solutions, various income strategies and helping our clients achieve their goals and objectives.

Exams And A Promotion

To help me step into a technical role I began sitting exams to achieve the Diploma in Regulated Financial Planning, so far, I have passed five exams with just one more to go until I get my Diploma.

Following this I was promoted to Trainee Paraplanner in March. Now that I have the studying bug, I’m going to carry on, aiming for chartered status next and then I have started setting my sights on a potential fellowship!

My new role has provided me with opportunities to attend forward planning meetings where I have been able to meet lots of our lovely clients. It has been great to hear all your stories and learn more about you, your backgrounds and how you have got to where you are today. I truly feel coming to meetings and seeing the positive outcomes our teams work has is the best part of the job.

A Podcast Appearance

I have also appeared on my first ever podcast, the Financial Times Future Talent podcast. It was a great experience to share my views and my journey so far, and hopefully will reach those who are looking to start a career in paraplanning.

An Award Nomination

The year got a bit crazier recently when I received the news that I had been shortlisted in the semi-finals for Paraplanner of the Year Award. To me, this was a great achievement that after six months in the role I was able to get shortlisted, I truly did not think I would get this far, so I have everything crossed.

Back Down To Earth Thanks To Colin!

One thing that has not got easier is trying to balance work and having a horse. I can pretty much guarantee when I get to Colin, he’s not where he should be. He appears to be a favourite of the yard owner, who surprisingly doesn’t get annoyed when he ends up in the garden eating his flower beds. I will give it to him, he is smarter than he looks and has seemed to work out how to undo electric fence handles using his mouth, so I hold very little hope of keeping him in. I mean luckily, the donkey, “Sir Henry”, has eaten through the vegetable patch which has made Colin’s crimes not so bad!

Family Rivalry

On top of juggling the horse I have decided I wanted to be more active so have started playing badminton, which has involved me dragging my boyfriend and parents to the badminton court every Wednesday evening. I will admit, I didn’t think my 55-year-old Dad would be quite as athletic as he is so my plans of dominating every game haven’t quite gone to plan.

Overall, I feel I’ve had a great first 10 months here at TFP, full of opportunity and am looking forward to many more!


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