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Financial Planning Assistant
“I have received so much support from the team at Paradigm Norton and embrace the core values of the company. Our focus is on our clients who are at the heart of what we do.”
Kelly joined Paradigm Norton London team as a Financial Planning Assistant from a banking and mortgage background.
Her role involves a wide range of administrative tasks; supporting the team and assisting in client portfolios.
Kelly greets the clients and sets up meetings, she processes clients’ requests and ensures all records are up to date and compliant.
Outside of work
Outside of work Kelly enjoys a variety of fitness activities from Aerial Acrobats to a hard workout in the gym. She is a keen shopper and family person and loves days out as much as cosy film nights in.