Investor Care Ltd
On the 30th of April to the 3rd of May I did work experience with my Dad. My Dad, Conor McCarthy is a financial advisor who runs a company called Investor Care Ltd, but his company does more than just financial planning. Investor Care Ltd is a lifestyle enablement firm, they believe that their clients can and should have a healthy level of certainty around their financial affairs so that they can live the life they wish to have. Investor Care help their clients identify their financial goals, help them put plans in place which will enable them to achieve those goals and holds their hands through the entire journey.
I did most of my work with my dads office manager Claire Carthy-Smith, she helped me to understand what my Dads job is and how he does it. For the week I mainly acted like an office assistant, I gained experience in uploading policy applications, running quotes and maintaining clients records.
I had never had an interest in my Dads work before but after finding out more about it and learning how to improve in his line of work, I found out that if I furthered my knowledge I may enjoy being a financial advisor .
I did most of my work with my dads office manager Claire Carthy-Smith, she helped me to understand what my Dads job is and how he does it. For the week I mainly acted like an office assistant, I gained experience in uploading policy applications, running quotes and maintaining clients records.
I had never had an interest in my Dads work before but after finding out more about it and learning how to improve in his line of work, I found out that if I furthered my knowledge I may enjoy being a financial advisor .