Expanding wealth management firm Blue Sky Financial Planning has taken on a new administrator as the business continues to boom.
Jonathan Brunnock has become the newest member of staff at the Dorset-based business after joining from a marketing firm.
His all-round role at Blue Sky, based at Coy Pond Business Park, Poole, means he is client-facing as well as assisting colleagues
The 22-year-old business management degree graduate is now undertaking studies for Certificate in Mortgage Advice and Practice (CeMAP) qualifications.
He is also working towards the RO Diploma in Regulated Financial Planning, the benchmark qualification for financial advisers.
Jonathan said: “I have been looking for some time to get into the financial services field and was delighted to get the opportunity at such a progressive firm as Blue Sky.
“I feel that the environment is absolutely perfect and Managing Director Gary Neild is the ideal person to help me develop as a professional businessman.
“That he will be able to mentor me and assess my progress is one of my main reasons for coming to Blue Sky. The company is also large enough to give me a grounding in all areas of business.”
Managing Director Gary Neild said: “Jonathan has all the right attributes to succeed in financial services – he is bright, confident, enthusiastic, a good communicator and very empathetic with clients.
“Blue Sky is very much a wealth management firm with a difference and we only take on individuals who buy into our ethos that great service, independent thought and a fresh approach is the only way ahead.”
Active Jonathan, who lives in Poundbury, Dorchester is a keen golfer in his spare time who also enjoys going to the gym and supporting AFC Bournemouth.
He joined Blue Sky from a Dorset-based firm where his role was telemarketing selling and marketing anti-money laundering and compliance software solutions to large corporate clients in the US, Hong Kong and Europe.
Blue Sky Financial Planning, regulated by the Financial Conduct Authority, provides comprehensive financial planning to individuals who wish to prepare properly for their financial future.
- Blue Sky Financial Planning Ltd, 7 Vista Place, Coy Pond Business Park, Ingworth Road, Poole, Dorset, BH12 1JY
Blue Sky Financial Planning, established by Gary Neild in 2002, provides comprehensive financial planning to individuals who wish to prepare properly for their financial future. The company’s vision is to help clients understand their choices fully and empower them to live the lives they want with peace of mind.
Services include tax planning, the co-ordination of pensions and investments, and retirement forecasting. Blue Sky Financial Planning is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.gov.uk/register) under reference number 211720. For more information, visit www.blueskyfp.co.uk.
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