James Gordon

About James

I have been working in back-office roles in financial services for more than 14 years.

Since joining AKFP, I have achieved the Diploma in Financial Planning and am currently working towards gaining Chartered Financial Planner status.

My day-to-day tasks include distributing tasks and overseeing workflow management for the technical team. I also have responsibility for ensuring the technical elements of the business are run in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.

In my role as a Financial Planner, I manage the research and analysis of financial products to meet client requirements, the presentation of technical data and the preparation of Client Financial Plans and Suitability Reports.

Your favourite way to spend a few days off…

Chilling out with family, walking or watching sport.

The one thing that can instantly make your day better…

A nice cup of coffee.

Something you couldn’t live without…

My laptop.

Working in financial planning… what first sparked your interest in this career path?

I spent a year’s placement in university at a local financial planning firm.

What’s the most valuable thing you’ve learnt doing your job?

Always keep the client updated – communication is key!

What’s the best advice you’ve ever received? And why?

Enjoy your work, as you spend a lot of your life there.

What’s the most valuable thing you’ve learnt doing your job?

Enjoy the interaction with clients and seeing clients realise their goals. I also enjoy working as a team in the back office.

Contact James

jgordon@akfp.net 028 9260 3175

Qualifications View SPS

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