Sophia Warner
Trainee Paraplanner
I joined Golden Oak Wealth Management in November 2025 and have since progressed into a Trainee Paraplanner role.
In my current position, I am training to be a Paraplanner by developing my skills and knowledge within the industry. Alongside my role, I am working towards my Level 4 Diploma in Financial Planning (CII) and have successfully completed two of the required exams so far.
Outside of work, I enjoy travelling to explore new cities in the UK and abroad, as well as spending time with friends browsing local shops.