Rosy joined Rowley Turton as a Trainee Paraplanner in October 2023, bringing her several years of financial service experience.
Before joining Rowley Turton, Rosy worked as a Junior Paraplanner at a Senior St. James’s Place Practice from December 2016 to October 2023, where she produced tailored suitability reports, carried out administrative duties such as client meeting preparation, liaising with both clients and third parties and ensuring all client communication and data was recorded on CRM systems.
Rosy takes pride in keeping up to date with relevant CPD and has achieved her R01 and R05 qualifications. She intends to continue studying at Rowley Turton to enhance her knowledge of the pensions and investments industry.
Rosy's role at Rowley Turton
As a Trainee Paraplanner, Rosy’s primary duty is to support senior members of staff and Financial Advisers at Rowley Turton, demonstrating great teamwork. Rosy is responsible for producing compliant suitability reports following client reviews, liaising with clients, and helping advisers provide the best possible client experience when investing.
In addition, Rosy likes to remain current on industry changes and is working towards her Level 4 Diploma in Regulated Financial Planning.
Rosy in the spotlight
Outside of work…
You’ll find me out walking with my husband, son and our dog Sally or reading a good book.
My favourite place to holiday is…
Anywhere in the Far East but I would love to visit Bali again.
One skill I’d like to master is…
Running 10K comfortably.
You might not know that…
I like to watercolour in my spare time.
My favourite saying is…
Did I just hear the kettle click?
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"Rowley Turton have provided decades of excellent trustworthy advice, first to my father, then to me and now to my children. I have recommended them to others in the past and would unhesitatingly do so again in the future."
Rowley Turton client since 2015