Graduate trainee Financial Planner Will Bennett tells us more about himself:
Q: What has been the journey that led you to becoming a trainee Financial Planner?
I went to Reigate Grammar School from 11-18 where I sat my A-levels in Maths, Business and Sports Science, before going to Swansea University to study Economics & Finance. After three years of study the schools foundation network helped me in the graduate job search and I started at Citywide Financial Partners at the start of September 2017.
Q: What attracted you about working for Citywide?
I enjoy a small hardworking team environment where everyone has responsibility, which is exactly what Citywide Financial Partners provides. It was a position where I would be able to study and sit qualifications, furthering my career in Financial Planning.
Q: We know you are a trainee Financial Planner but what will that mean day to day?
While studying for the Financial Planning qualifications I will be assisting the Client Services Managers, helping with the administrative side of the business.
Q: What do you find interesting about working in Financial Planning?
I find it rewarding to see the difference Financial Planning can make to the client’s life, through improving finances as well as reducing their need for worry.
Q: What are you saving for?
To get out of my student overdraft and be able to move out from home!
Q: When you are not at Citywide, what keeps you busy?
I spend a lot of my spare time staying fit while training and playing at Dorking Rugby Club, where we play in National 3 SE.
Q: If you could give your younger self one piece of advice, what would it be?
Listen more to your mother as they generally know best!!
Q: What is your proudest achievement in life so far?
Being part of the Surrey rugby team who won the County Championship at Twickenham in 2013. In the same year, Dorking RFC got promoted to National 2 South – the highest level in the clubs history! Playing at national level in my last year of school was also a highlight. Aside from sport, achieving a 2.1 in my degree in Economics & Finance was a proud moment.
Q: And what goals are you working towards now?
I’m looking forward to getting started on the Financial Planning qualification programme, whilst getting used to the post university adult life!