I’ve previously worked in banking, operating in a variety of roles including personal banking and mortgage advice. After a short break in digital marketing, I re-entered financial services through Pavis.
My day-to-day duties include carrying out investment instructions, obtaining information from providers, supporting advisers and paraplanners with client work.
I have full CeMAP, and I am on an apprenticeship with a view to sitting more exams and becoming more qualified, working my way towards Diploma in Regulated Financial Planning.
The important stuff
Get to know Gaurav
What do you enjoy most about your job?
Dealing with people and getting together information to assist advisers.
What’s your idea of a perfect weekend?
Spending time with loved ones.
Where in the world can you not wait to get back to again?
Watching the match.
Where in the world have you never been but hope to get to visit one day?
USA and the Maldives
What’s the most important thing you’ve learned doing your job?
The need to be independent in thought and making time for loved ones.
What three things are guaranteed to put a smile on your face?
Food.
Sport.
Loved ones.
Tell us something people may be surprised to learn about you.
I have run three half-marathons.
Get in touch
Contact us below to join us for tea and biscuits with one of our friendly financial planners
