After starting at Wise Investment she realised that she “loved every minute of it” and very quickly decided that she would like to stay for the long term.
Shortly after making this commitment, Woźniak started her exams and climbed the ranks from technical assistant, to paraplanner, to team leader.
Next steps
Looking to the future, Woźniak said she is working to complete her advanced diploma exams, with the aim of achieving chartered status.
While soon to go on maternity leave, she is “excited” to take on the role of financial planner upon her return.
“Paraplanning has been a really important step in my journey to develop an understanding of the industry and the legislation,” she said.
“There’s a lot to learn and completing my exams, both through the apprenticeship and beyond, while also working under the guidance of such a supportive team, has really helped me to build my knowledge and experience.”
Giving advice for how to succeed in the profession, Woźniak said: “You have to be quite driven to move forwards because it’s fast paced.”
As a specific example of this hurried pace, she pointed to constantly changing legislation that paraplanners have to keep up with and the reactive nature of working within a client servicing role.
She said: "I know that a new job and being a first time mum sounds daunting, but I’ve never been one to shy away from a challenge.
“I’m passionate about my work and I know that I have the best support system, from Wise and my family to help me achieve my full potential”.
tom.dunstan@ft.com
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