9 to 5
Kelly worked in a range of asset management and wealth management businesses in her native South Africa. Before relocating to London, her most recent position was as a wealth manager, advising clients in Cape Town.
In her role as a paraplanner at Citygate, no two days are the same for Kelly. Her role mainly involves the behind-the-scenes work required to support the advice given to clients by financial planners.
Kelly’s daily tasks include attending client meetings, cashflow modelling, writing reports, and responding to client queries.
