Senior Paraplanner
Sarah Rowson
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At work
Sarah began her career in financial services at RBS Group in 2007. She gained experience in wealth management over time at Coutts Bank, specialising in ultra high net worth clients, and various roles within independent financial advisory firms.
Sarah has 10 years of paraplanning experience and provides critical support to the financial planners and mentors junior members of the paraplanning department.
Day to day, Sarah carries out investment research and analysis and prepares recommendation reports for our clients. Sarah is also responsible for coordinating, supporting, and overseeing the activities of the paraplanners within her team.
At home
Sarah enjoys spending her spare time with her partner and two children.
She loves to travel and spend time outdoors. She often runs outdoors and likes the challenge of taking part in running competitions.
In the spotlight
The proudest moment of my career was:
Passing the CISI Level 4 Investment Advice Diploma (IAD) and Level 4 Certificate in Paraplanning exams.
The three things I love most about my job are:
The sense of purpose and belonging it gives me; the fact that I play a crucial role in helping clients achieve their financial goals and objectives; and the good team relationships throughout the whole company.
The types of people I most enjoy working with are:
Energetic and enthusiastic about work, plus empathetic colleagues who create a supportive atmosphere where everyone feels heard and valued.
