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Thusha Thurairatnam
Paraplanner

“Being part of a dedicated team such as Wealth Matters to help clients meet their financial goals gives me the job satisfaction of working in an environment with a positive impact. The continuous training provided to enhance my skills to better support the team and our clients also keeps me motivated.”

Profile

After completing my Msci Chemistry degree in 2019, I started working in a pension company, where I found my passion for financial services. I joined Wealth Matters in September 2021 on their Learning for Life programme, a four-year training plan, and I am also completing an apprenticeship conducted by Skills Edge. Since being at Wealth Matters, I have completed my Diploma in Regulated Financial Planning and Certificate in Paraplanning. My role as a Paraplanner involves preparation of client reports and carrying out detailed analysis for our clients, whilst working on ongoing projects
alongside. I am always looking to develop and learn new skills, as part of this I am currently studying for the Level 6 Certificate in Advanced Financial Planning.

Outside of work I like to spend time with my friends and family, watch Netflix and I also enjoypainting and travelling!

 

Qualifications
  • CISI Level 6 Certificate in Advanced Financial Planning
  • Certificate in Paraplanning
  • Diploma in Regulated Financial Planning
  • MSci Chemistry with First Class Honours (University of Nottingham)

 

Telephone: 01582 720511

Email: thusha@wealth-matters.co.uk

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