With the profession primarily being male dominated, the awards help to showcase the achievements of women in finance and encourages gender equality within the profession – a movement I feel passionate about.
The award ceremony was both humbling and inspiring and as I looked around the room, I thought about the many strong females in our business, 1825.
Planning, development and support is at the heart of everything we do, and I believe it’s time we put them in the spotlight to celebrate their successes. As you will see, achieving goals for the women of 1825 isn’t just confined to the office…
Chloe Moran wins Paraplanner of the year
Chloe remembers the advice given to her when she started as a trainee – “Nothing worth having comes easy”. 7 years on, Chloe is testament to this advice as she takes home the award for Paraplanner of the year at the 2019 Women in Financial Advice Awards.
The road to success meant holding down a full time position, studying to pass 14 exams and sacrificing many weekends to get there.
However, Chloe believes in being more than just a Paraplanner. She is proud to call herself an ambassador for gender equality and works tirelessly to help carve the way for young women in finance. A column can be found in the Financial Planning Today Magazine where Chloe discusses female representation, young people’s finances and topical themes like ethical and impact investing.
The financial planning profession is changing. With advisers retiring and the need to reflect the demographic of the clients we serve – the industry looks to young people to choose financial planning as a career. Chloe helps this movement in her role as an education champion. From presenting to schools and volunteering at events, she helps to shout about the profession and its opportunities for young people.
For Chloe, winning the award meant becoming a role model for young women in finance. She hopes to now have a better platform for championing change and wishes to inspire other women that they can be successful too.
Hayley Massie reflects on her career with 1825
Hayley never thought that after finishing university and travelling the world, a career in financial services was waiting for her. 9 years later, she is now a senior paraplanner and local pension transfer specialist for 1825’s Northwest region.
Her journey began after following a recommendation from her best friend. Since then, Hayley has worked hard to achieve her chartered status, not to mention being shortlisted for Paraplanner of the year at the 2019 Women in Financial Advice Awards.
Hayley’s words of wisdom to other aspiring planners would be to just go for it and begin exams as soon as possible; especially if you’re young and have no real commitments. This does involve late nights and long weekends but, it will all be worth it.
Hayley’s next career goal is to progress towards becoming a Financial Planner. Hayley remains an advocate of choosing financial planning as a career as she explains that it provided her with many opportunities. From a rewarding career, a home and the security to be who she wanted to be.
Libby Connor – The black belt of 1825
Libby Connor is an inspiration when it comes to a good work life balance. As an Administration Manager within 1825, Libby oversees a department of 10 staff. Together they deal with all the review preparation for clients and any actions which need implementing afterwards.
However, hard work for Libby doesn’t stop at 5pm. Outside of 1825; Libby is a Black Belt in GKR Karate and has been training for 15 years. In 2015, Libby competed in the GKR World Cup in Liverpool and successfully took home a gold medal for individual Kumite (sparring).
This year the World Cup returned along with high expectations for Libby to maintain her title. Despite the pressure to win, Libby entered the ring without forgetting the talent of other Karate-ka in her division. After competing in 2 team events and 2 individual events, Libby won 4 silver medals and feels immensely proud to say she is second in the world for GKR Karate.
Humble in her achievements, Libby stresses that she won within her own age division. However this only proves that age is just a number!
Karate has become an important part of Libby’s work life balance. Libby stands by her mantra “you don’t get a black belt you become one”, as she endeavours to apply what she’s learnt into everyday life.