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Jordan Wiadrowski

Technical Paraplanner

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I joined BpH Wealth in 2018:

I am part of the paraplanning team providing technical support to the Financial Planners.

My role predominantly consists of supporting Michael and Phillip to create and implement comprehensive solutions across an array of financial planning areas. This includes technical research, provider comparisons, cashflow and report preparation.

I have worked in UK financial services since I relocated from Australia in 2013 and in Australian financial services for two years before that. Prior to that, I was a golf professional for over 10 years.

I enjoy the diversity of my role as the needs of our clients are often quite varied. I love playing a part in helping people, especially when it comes to such an important (and often stressful) area of people’s lives. It’s a nice feeling to know that I’ve been a part of helping someone achieve their objectives and make that part of their life a little better.

 

Key achievements:

I’ve successfully passed all my level 4 and level 6 exams at first attempt so far.

Qualifications:

Level 4 Diploma in Regulated Financial Planning, hoping to achieve Chartered status by end of 2021.

In my spare time:

I enjoy running our dog virtually every day and I take a keen interest in most sports. I also get plenty of exercise following our toddler son around the house as he learns what ‘please don’t break that’ means.