Hello, I’m Frances and I’ve worked for Robert Bruce Associates for a year now. I am currently studying for the industry recognised qualifications called The Certificate in Financial Planning, which will make me a qualified Paraplanner when I pass all the exams. Yipeee!

My Top 3 Likes about working for Robert Bruce Associates are:

• Communicating with our clients and making sure everything is ok for them.
• The fact that I work for a small company which means everyone’s contribution is valued.
• There is always more to learn and you can attend some really interesting seminars.

I don’t have any dislikes about working for Robert Bruce Associates; however I do find that some providers can be slow at releasing client information or transferring monies .This means that I constantly have to chase them, and after a few weeks of doing so it can leave you completely disheartened and you feel like you are fighting a loosing battle.. However after what may feel like months and months, we do inevitably succeed; much like the tale of Robert the Bruce and the spider. ‘If at first you don’t succeed, try try again’.