At work
Katie joined Strategic Solutions in 2019 during the placement year of her degree at Bournemouth University.
Since then, sheβs been working closely with the paraplanning team, writing review and reports for our advisers and clients. Sheβs also been spending time with the advisers and getting to know clients during meetings.
This year, Katie has moved to a new, hybrid role. While continuing with her paraplanning work, she is also undertaking adviser training and hopes to progress further into the advising role going forward.
At work
Katie joined Strategic Solutions in 2019 during the placement year of her degree at Bournemouth University.
Since then, sheβs been working closely with the paraplanning team, writing review and reports for our advisers and clients. Sheβs also been spending time with the advisers and getting to know clients during meetings.
This year, Katie has moved to a new, hybrid role. While continuing with her paraplanning work, she is also undertaking adviser training and hopes to progress further into the advising role going forward.
At home
Outside of work, Katie enjoys spending time with family and friends.
She also loves a trip to the beach, going travelling and spends as much time outdoors as possible. After the pandemic, sheβs hoping to travel even more and tick off some of the spots on her bucket list!
Meet the team
Our multi-award winning team of advisers and support staff spans the entire south coast of England. With the highest quality of knowledge and a commitment to excellent service, youβre in safe hands.
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