Role:
Hassan supports our Financial Planning Technicians by implementing our clients’ specific wealth management strategies, managing client data and liaising with investment providers.
Qualifications:
- BSc (Hons) Industrial Economics
- Diploma in Regulated Financial Planning
Memberships:
- The Chartered Insurance Institute (CII)
What do you enjoy about your role?
Seeing how the work we do at Fiscal Engineers impacts the lives of clients and the positive benefits we can bring is important to me. I enjoy working as part of a close-knit team and being challenged daily by my varied role.
What are you passionate about?
Helping clients achieve what they want in life gives me a great sense of satisfaction. I am passionate about really getting to know our clients and understanding what makes them tick.
What do you like most about working for Fiscal Engineers?
There’s a family feel here – we help each other out. We are also able to take ownership of our work to produce results that we are proud of. I know that what we do makes a real difference to people’s lives.
What are your interests?
I enjoy food and travel, as well as socialising with friends and family.
Little books – A balanced work environment
Promoting wellbeing and creating a place of productivity.
