Sarah Egan

Sarah Egan

Paraplanner

At work

Sarah began working at Proposito in 2008 and is now in charge of the firm’s technical delivery. She works closely with Huw, Russ and our clients to ensure they have everything they need to keep their plans on track.

Her day-to-day role as our paraplanner involves analysing client data, researching financial products, developing recommendations for clients and building complex financial plans. If that wasn’t enough, she also keeps a close eye on technical developments and regulatory, legal and legislative changes that impact our clients.

Sarah brings 18 years of financial services experience to her role; she started out as an office junior and then became an administrator, a paraplanner, an adviser and then went back to working as a paraplanner (“the best job!”). She has worked in small, family-run firms as well as large nationwide chains.

Accreditations

Financial Planning Certificate

Diploma in Regulated Financial Planning

At home

Sarah enjoys photography, crafts and has recently taken up yoga to complement her love for running.

Her guilty pleasure is Real Housewives of New York and she has a new-found love for sharing photos on Instagram.