I have wanted to work within financial services since before I started studying at University, and a large part of my choosing Bournemouth as my place of study was the emphasis placed on placement schemes. The financial services industry is notoriously difficult to break into and at the placement level there were very few opportunities. When I saw there was an opportunity within the financial services industry and in Bournemouth (at FPWM) I knew it was the perfect place for me.
Starting my placement was a very nervous experience as I was fairly unaware as to what would be expected of me and whether I would capable of completing the tasks I was assigned. These fears quickly subsided as I joined a friendly and knowledgeable team who were more than happy to help wherever and whenever they could.
The work of an IFA is very varied, and no two days are ever the same, and the same could be said of my placement year thus far. I have been entrusted with a number of individual projects and tasks which served to better my understanding of the industry, as well as boost my confidence as my employers showed a great deal of faith in my abilities. I have also assisted other members of the team with tasks when possible and gained even more insight into the daily activities and challenges faced by an IFA.
Outside of the actual work I produce, I have been given help in studying for a Diploma in Regulated Financial Planning and gained exposure to many other aspects of the industry through meetings with Fund Managers and world-renowned economists. All of these experiences have been invaluable to my development – both professionally and academically- and serve to further my understanding of economics and finance related matters that will undoubtedly aid me in my final year of study.
I consider myself very lucky to have been offered my first-choice placement position, and luckier still that the role has been just as interesting and diverse as I had hoped. So far, my placement has been an informative and enjoyable experience and I am excited to see what my future at FPWM will hold.
Important Information: The views and opinions contained herein are those of the author(s) on this page and may not necessarily represent views expressed or reflected in other FPWM communications or strategies. This material is intended to be for information purposes only and is not intended as an offer or solicitation for the purchase or sale of any financial instrument. It is not intended to provide and should not be relied on for accounting, legal or tax advice, nor can anything stated be considered a personal recommendation. Reliance should not be placed on the views and information in this document when taking, or refraining from taking, individual investment and/or strategic decisions. Past performance is not a reliable indicator of future results. The value of an investment can go down as well as up and is not guaranteed. All investments involve risks including the risk of possible loss of principal. Information herein is believed to be reliable but FPWM does not warrant its completeness or accuracy. Some information quoted may be obtained from external sources we consider to be reliable. No responsibility can be accepted for errors of fact obtained from third parties, and this data may change with market conditions. These views and opinions may change.
