Niall Joined the Abram Partnership in 2024 – After transitioning from a three-year stint as a business consultant for a large insurance company, where he discovered his love for the world of financial services. He’s excited to dive in and help make an impact!
Niall assists in the day-to-day tasks that come up within the firm.
Niall is hoping to further his development in the industry with plans to qualify for his LIBF DipFA to become a qualified financial adviser.
Outside of work I indulge in my passion for culinary adventures (I love food!), Explore diverse music genres, travelling where time allows & you’ll tend to find me geeking out over all things to do with cars, films & entertainment!
Questions:
What inspired you to pursue a career as a paraplanner in the financial advice industry?
I was drawn to the paraplanning role because it allows me to combine my analytical skills with my passion for helping individuals achieve their financial goals. I appreciate the opportunity to support financial advisers in making a meaningful impact on clients' lives and look forward to developing my skills to further my aspiration of one day becoming a financial adviser.
How do you approach learning about new financial products or regulations in the industry?
I stay informed by subscribing to industry publications, attending webinars, and participating in professional development courses. Networking with experienced professionals also provides valuable insights into emerging trends and regulations.
What’s your favourite book or movie related to finance or personal development?
The big short was one of the first films I watched in relation to finance & has remained one of my favourite films ever since.
What’s one place you’d love to travel to, and what’s on your travel bucket list?
Having travelled to Hong Kong & experiencing life & culture out there, I’ve always wanted to travel slightly further east and visit Japan, more specifically both Tokyo & Kyoto to sample a taste of the food, the historical sites & the culture
What’s a personal goal you’re working towards this year, either professionally or personally?
The personal side is a bit of a cheat one, however the goal is to be a homeowner by the end of 2024, this is something which I’m likely to meet hoping all goes well with solicitors!! Professionally however I aim to be diving into my studies for my DipFA.
How do you stay organized and manage your time effectively when working on multiple client cases?
I utilize project management tools and prioritize tasks based on deadlines and client needs. Establishing a structured workflow helps me stay organized and ensures that I can manage multiple cases efficiently.