Role: Trainee Financial Planner
Elizabeth
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Lizzy is part of the Magus Chartered Financial Planner Academy - our dedicated support, training and continued development programme.

Joining us early 2018, Lizzy has a keen interest in personal finance and a background in building and maintaining client relationships, making her the perfect match for Magus.

Lizzy will work across all areas of our client support team as part of the Magus Academy – designed to give employees all the help and support they need, in order to become a fully qualified Financial Planner. Lizzy will really understand the nuts and bolts of the business and alongside this she will also be studying and taking her CII qualifications.

“I wanted a career path, something I could get my teeth into and a challenge that put all my skills to their very best use. As soon as I heard about the Magus Academy, I knew I wanted to be part of it. From the moment I joined the business, I’ve felt right at home and I’ve been made to feel very welcome. I’m really excited about my future here at Magus’

Outside of work Lizzy is equally as busy – looking after her horse Ziggy. An ex race horse, who she’s patiently retrained. And as a lover of the sun, Lizzy loves nothing more than a holiday, her only stipulation being it must be warm!

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Looking For
Financial Clarity?

 

Let's meet for coffee and a chat to see if we can shed some light on your financial world.

Drop us an email with your preferred date and time.

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