In the work groove
Caitlin has worked in financial services since July 2018. She completed her business administration apprenticeship with a Distinction in August 2020 before pursuing a Paraplanner Level 4 apprenticeship, which she completed with a Distinction in March 2023.
Caitlin handles client cases, such as review packs and new client onboarding, provider communication and client liaison. She also provides technical support including research for recommendations and preparing suitability reports. Her role oversees the successful implementation of advice along with client liaison and updates.
Embracing me-time
Caitlin enjoys making the most of her spare time by going out and spending time with family and friends, including visits to her grandparents. She has a keen interest in travelling, makeup and beauty.
Caitlin also likes going for walks, meeting friends for coffee, dining out, and indulging in retail therapy. Additionally, she enjoys going to the gym with friends.
We asked Caitlin...
What’s your favourite holiday destination?
Either New York or Malta – both lovely for different reasons.
What three small things make your day better?
Having a good night’s sleep, drinking lots of water and a cup of tea or two!
What’s the best gift you’ve ever received?
Sentimental gifts such as jewellery and support with buying my first car.
Production