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Catherine named Paraplanner of the Year

by | May 7, 2023

Our senior paraplanner Catherine Pappoe was named Paraplanner of the Year in the Professional Adviser Awards, a prestigious nationwide ceremony held recently in London!

We have a fantastic team here at GSI Group. . . and they are all winners in our eyes. But sometimes it’s right to highlight one member of staff for going above and beyond, especially when they are as talented as our senior paraplanner Catherine Pappoe.

 

Catherine was recently named Paraplanner of the Year in the Professional Adviser Awards, and it was thoroughly well-deserved.

 

Catherine is a real asset to the business – since joining us in October, 2021, she has brought changes that have benefited colleagues and clients enormously. Her work is always outstanding, and she has been key to the company’s client wins, client retention, innovation and excellent customer service as well as boosting the bottom line.

As a senior paraplanner, Catherine works closely with clients to ensure they are matched to the right financial product and plan. She has built solid relationships with clients, becoming a trusted and authoritative point of contact. Her expertise means they know she can offer first class advice and information that they can rely on.

Initiatives she has actioned and supported during her time at GSI Group include the ‘Think Bar’, a weekly discussion between financial planners and paraplanners to discuss approaches the client can take to achieve their goals. These gatherings have not only benefited clients, but they have also boosted staff morale. The Paraplanning Outfit is a quarterly team review of what worked well and what needs to be reviewed to improve the client experience. Again, the openness and transparency of these reviews have had a really positive impact.

Catherine has also helped establish in-house professional training for paraplanners, which, again, has been a major boost to staff morale, as has the Company Champion programme, which encourages colleagues to make an impact within our wider business. Catherine has also played a pivotal role in The Future weekly discussions, coming up with strategies and action plans.

Catherine has extensive international and UK financial planning experience. She started her career over 12 years ago in banking before making the move over to wealth management around six years ago. Today she is a qualified Financial Planner and Pension transfer specialist on route to achieving chartered status.

We are delighted that Catherine’s positive ethos and approach to work has been recognised in this award. She always goes the extra mile and has helped make GSI Group a much better place for us all.

Well done Catherine!

 

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