Financial Services

What exactly do you do for a living?

I advise large pension schemes how to invest their money.

How did you get interested in what you do?

I found this by accident after working in financial services for many years.

What was your journey to reach the role you are in today?


Got some Highers and went to Uni to study law, but dropped out after a year.  Went to work for an insurance company as a clerk, became a salesman for them, then an independent financial adviser and later moved into advising large institutions on their
investments.

Talk us through a day in your life

Very varied.  Lots of emails and often travelling to London to visit clients and attend their meetings.  I am a partner in my firm so I also have partner meetings and meetings about running the business.  We have 600 staff so it is a big responsibility.

Was this your planned career when you were 18?

Lawyer

What did your parents want you to do?

Lawyer

What advice would you give to someone interested in your career?

Get a good degree because that is the entry point these days.  It does not have to be in finance or maths. Then get into a good firm that will offer a good training programme to help you develop your skills.

What other career directions could you go in?

I know quite a lot about finance and investment so could work for a bank, fund manager or other financial business.  I do work as a volunteer on a charity board.

It is a very varied career and the most enjoyable part is meeting lots of different people and helping them solve their financial problems.