Role: Trainee Financial Planner
Send Kimberley
a Message
Having the opportunity to be part of a growing business, with real career progression on offer is really important to Kimberley.

“From the moment I came in for my interview, to joining Magus, it was abundantly clear to me that Magus is a business that positively encourages your personal growth and development – which is so refreshing”.

Kimberley always knew she wanted to build a career within the financial services industry. She spent a couple of years in banking as a cashier, which really helped build her confidence and skills in dealing with lots of clients and their different needs.

After a few years at the bank, she spent 6 months in Canada, travelling around British Columbia - the stunning and westernmost province of Canada.

On her return, Kimberley spotted an opportunity at Close Brothers Group and on joining, quickly worked her way up the business, becoming part of the client support team. In this role, she was booking and pulling together all the relevant information for client meetings. This gave her a thorough understanding of this process and, confirmed that this was an industry she loved and wanted to learn even more about.

Looking for a smaller, more personal business to work within, Kimberley then joined GMIFC. This role saw her working on the paraplanning side of the business, getting more involved with the research and technical parts of the role. Looking for her next challenge, Kimberley then joined us here at Magus as part of our client relationship team.

“I don’t just want a ‘job’ – I want a career, and I know Magus can give me that opportunity to grow and flourish”.

Outside of work, Kimberley is a self-confessed ‘gymaholic’ and in keeping with Magus tradition, is a dog lover, spending time with her parents and their 2 dogs when she gets the time.

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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.

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