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.
Kelly in numbers
Different countries I’ve called ‘home’
Safari holidays I’ve been on
Number of consecutive nights I’ve slept outside on a riverbank