Alison Hedley - Aspiring Wealth Manager at Raymond James Monument
From excelling in a competitive firm in Paris, to swiftly securing a position at Raymond James Monument (RJM) in Newcastle, Alison is gaining vast insight into the world of investment management.
As a Wealth Manager Trainee at RJM, Alison’s unique educational background and professional journey have set her apart in the industry.
Alison’s journey began with a Master of Arts in French and Business from the University of Edinburgh, where she graduated First Class with distinction. This equipped her with the analytical and financial skills necessary to navigate the world of wealth management. During her studies, she spent a semester at the University of Nice, honing her French-speaking skills and this provided Alison with valuable insights into international business and finance.
Whilst in France, Alison joined Infopro Digital, a leading B2B firm in Paris, which exposed her to the competitive world of digital marketing. Alison’s proficiency in both French and business made her a valuable asset, leading to further employment within the French firm even after returning to the UK.
Following University, Alison made the decision to settle in Northumberland and quickly secured a position in the wealth management industry where she demonstrated her willingness to learn by quickly achieving the Investment Advice Diploma, which gave her Associate Status with the Chartered Institute of Securities and Investments. Her performance and dedication caught the attention of Raymond James Monument, leading to her current role as a Wealth Manager Trainee within the growing team of six.
Being a Wealth Manager at Raymond James Monument is about making a difference in clients’ lives and being a trusted partner in their financial journey. For Alison, that’s what makes this career truly rewarding. RJM is committed to building strong relationships based on trust and transparency with clients.
RJM adopts a tailored approach to meeting clients’ needs by providing financial planning and tailored investment advice to help achieve their personal goals. Whether you are building wealth or preserving it for future generations, RJM provides the strategies and guidance necessary to help grow and protect clients’ assets over time and Alison really enjoys this aspect of her work.
One of Alison’s key aspirations is to contribute to the diversification of the finance industry by encouraging more women to pursue careers in this field. By fostering an environment where women feel valued and supported, Alison hopes to contribute to a more diverse and dynamic financial industry that better serves the evergrowing number of female clients.
Looking ahead, Alison’s goal is to become a Chartered Wealth Manager and continues to shine within Raymond James Monument. She is eager to take on more complex client portfolios, deepen her knowledge of global financial markets, and contribute to the firm’s success.
In her free time, Alison is a keen violinist and has played in many orchestras across Scotland, and she has continued to play in several ensembles around Northumberland.
www.Monument.RaymondJames.uk.com