“The strength of the team is each individual member. The strength of each member is the team.” – Phil Jackson
At UNIQ Family Wealth we take recruiting the right team members to serve our clients very seriously.
Let’s get to know Joe Condy, an integral member of the team.
In our interview with Joe, we find out why he wanted to be part of the UNIQ family, his goals and aspirations and what keeps him busy outside of work.
I initially went to university to study Engineering Mathematics, with the intention of working in that or the financial industry, but I realised half way through my first year, that the course and location just wasn’t for me. So, I decided to leave university and pursue a career in Financial Services, as it is a growing area in Wales, with plenty of opportunities. Paraplanning is a relatively new role but developing fast, and requires a specific skill set which I believe to be suitable for me.
What drew you to UNIQ Family Wealth?
What initially drew me to UNIQ was the aesthetically pleasing website, as all good companies should have today, but sadly don’t. On further reading, I got the impression that UNIQ really does put the client at the heart of everything they do. I liked that they were offering a service, rather than selling a product, unlike many Advisers. I also liked that they endorsed cascading their client’s wealth through generations, by helping the children of the clients in the process.
What keeps you smiling at work every day?
The one thing that keeps me going through the day, is the thought and motivation, that if I work hard enough and get through the rainy days, then I’ll be able to provide a good life for myself and more importantly the people closest to me.
What are you saving for?
Unfortunately, I am not saving for anything exciting now, except for the exams that I have to complete next year, along with the study material.
In the long-term, I’d like to start saving for a home, which my parents will be undoubtedly thrilled to hear.
When you’re not at UNIQ, what keeps you busy?
I spend most of my spare time studying for the CISI exams necessary for my role. I also have an attention seeking spaniel that keeps me occupied. Other than that, I play football once a week and often socialise at the weekends.
If you could give your younger self one piece of advice, what would it be?
To not overthink and just do it.
What goals are you working towards now?
Professionally, my goals are to pass all the relevant exams next year, and in the long-term become a Chartered member of the CISI. Recently, I was confirmed in post and am now a trainee Paraplanner, rather than a junior. I’d like to progress as far as possible in the Paraplanning role, gradually building on my knowledge and experience, and become a valuable asset to the team.
Outside of work, I’d like to start exercising more as I only recently started playing football, which is a good start.