Role:
Bradley supports our Financial Planning Administrators and Technicians by implementing our clients’ specific wealth management strategies, managing client data and liaising with investment providers.
What do you enjoy about your role?
I particularly enjoy the varied nature of the work and the flexibility in which it can be completed. Knowing that the work I do will add further value to our clients is particularly satisfying.
What are you passionate about?
Developing my knowledge of the financial services industry is a key passion of mine. I am driven to get any tasks at hand completed as efficiently as possible and I always consider the way processes could be enhanced. I am also a strong believer in enhancing financial education, ensuring individuals of all backgrounds have access to it.
What do you like most about working for Fiscal Engineers?
The office culture is amazing, everyone is so welcoming and willing to answer your questions. Whilst everyone works hard there’s plenty of social opportunities too. Fiscal makes it clear that everyone has an important contribution to the running of the business. Throughout the company, the focus on minor details, to enhance the client experience, truly epitomises the values which Fiscal holds close.
What are your interests?
I enjoy practically all sports, football, snooker, rugby league, NFL and many more. I often spend my weekends refereeing football and I am a season ticket holder at Leeds Rhinos. As an avid photographer I love to travel; I also enjoy regular walks in the Lake District. My Patterdale terrier (Pippa) also likes to keep me on my toes!
Little books – A balanced work environment
Promoting wellbeing and creating a place of productivity.
