Honor Birden is one of our Client Relationship Managers here at First Wealth. She is also involved in running our educational brand Let’s Talk About Money (LTAM) on Instagram. We caught up with her to find out more about her role, what advice she would give to someone wanting to work in the profession and her life outside of work.
So, tell us about your role?
As a Client Relationship Manager, I spend a lot of my time liaising with clients and providers to make sure new business gets done. I do a lot of the behind-the-scenes preparations doing valuations, compliance and booking meetings. I am also involved in the LTAM side of things, where I, with some other members of the team, decide what posts go up for the coming months and create content such as Instagram reels which is really fun.
How did you become involved in LTAM?
I was lucky that I joined First Wealth the same week that LTAM was being launched and I got to be involved from the beginning.
It is very much aimed at my age group of gen-z and millennials so when creating content, I think about topics that me and my friends would find beneficial and what money issues are relevant to people my age. We also put up a lot of question boxes on Instagram to find out what topics the audience want to know more about.
It has been great watching LTAM grow because I think it is so important to provide financial education for people, no matter what their income is, to help them live the life they want and to remind people that financial advice is not just for wealthy people, these tools are beneficial to everyone.
Did you always want to do this job?
I was always good at maths and interested in Finance from a young age. As a result of that I was encouraged to work in Finance as there are not enough women working in the profession.
I was also drawn to this career after my dad sadly passed away when I was 13. My mum who had been a stay-at-home-mum, had no idea what her financial future would look like. Luckily, we had a family friend who was a Financial Planner and who was able to take the financial stress from my Mum by helping her successfully plan for our future and make sure we would be okay financially.
I remember witnessing my Mum go through that and the profound difference that financial planning made to our lives at that difficult time. I always wanted to be able to help people the same way that she helped us.
That is also why I am so passionate about the educational side of things so that people have insight into things like how a pension works and what certain things mean so that they are equipped to deal with different life situations.
What would be your advice for people who want to work in this profession?
I think this profession seems quite daunting from the outside but when you are in it, it really is not, so my advice would be to just be confident because you can do it if you want to. There is a stereotype that this profession is just for rich males but if you are not a rich male, then take advantage of that because being different can be such a positive thing and you should play on the things that makes you unique.
If you were not a Client Relationship Manager, what other job would you be doing?
A midwife. I am obsessed with the miracle of childbirth, and I think midwifery is such an amazing job. It is such a poignant moment in peoples lives when they give birth and to be part of that moment would be a privilege.
What do you do in your spare time?
I run a lot and am currently training for a marathon. I love to read and enjoy painting.
And finally, what is your favourite thing about working at First Wealth?
That they really care about their employees and provide different wellness and health benefits to encourage staff wellbeing like Heka membership and Healthcare.
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