Replacement Business & Paraplanner
As a paraplanner and business administrator within Castell Wealth Management, Skye is responsible for preparing reports, administrative tasks as well as acting as the lead team member on preparing client cash-flow and tax models (using software called Voyant Adviser).
She is a member of the Chartered Insurance Institute and is in the process of studying for the Diploma in Regulated Financial Planning having most recently passed her regulation and ethics exam.
Having graduated with First Class Honours in Accounting and Law, Skye temporarily joined the marketing team before moving into a paraplanning role. Through her experience in the current position, she has developed a specialised commerciality that she draws upon to deliver strategic and pragmatic advice aimed at solving complex financial planning problems for our clients. Skye prides herself on supporting the team of advisers in providing practical solutions and the client onboarding process as well as supporting our growing existing ecosystem of clients and prospects.
Outside of work, Skye relishes travelling and the gym. Some of her favourite travel destinations to date have included Malaysia, Singapore, and Ecuador.