Sophie joined Portfolio as a Paraplanner in January 2021. Sophie has previously worked in a paraplanner role and developed her passion for financial services whilst studying Business Management with Accounting and Finance at the University of West of England.
Sophie holds the Level 4 Diploma in Financial Planning and the Certificate in Discretionary Management. Sophie aims to continue to develop her knowledge and would like to achieve the Level 6 Advanced Diploma.
Sophie assists both financial advisers and colleagues on a day to day basis, preparing reports and dealing with any technical queries. Sophie intends to progress to become a Financial Advisor.