Arran Colby
Operations Analyst
Bowmore Wealth
Qualifications
- •Currently studying towards the CII Diploma in Regulated Financial Planning
- •having completed R02
- •R04 and R05.
Introducing Arran
After studying Banking & Finance at the University of the West of England, I joined Curtis Banks, one of the UK's largest pension administrators. Around the same time, my mum was diagnosed with breast cancer. Thanks to some careful planning by my grandad, she had a critical illness policy in place, which made a real difference to her at a very difficult time, giving her financial security and peace of mind. Seeing first-hand the impact that financial planning, and protection in particular, can have on a family made me want to help other families achieve their own financial goals. That led me to join Bowmore Wealth in March 2024. I started as an Administrator and progressed to Senior Paraplanning Administrator before moving into my current role as Operations Analyst. Day to day, I focus on improving how the business runs behind the scenes: producing management information and board reporting, building integrations with our back-office system, Intelliflo Office, and finding ways to make our processes simpler and more efficient for colleagues and clients.
Tell me more
What do you enjoy most about your job?
I really enjoy getting into the finer, more technical detail of our back-office systems and finding smarter ways to improve how the business works. With AI advancing so quickly, operational efficiency is becoming more and more important in wealth management, and it's exciting to be part of that.
How do you like to spend your time outside of work?
When I'm not studying for my diploma, I like to keep fit playing football, golf and padel.
One thing that is guaranteed to make your day better…
A bit of exercise.
What made you decide to do the work you’re currently doing?
While helping clients put their advice in place, I could see that a lot of the processes behind it could be simpler and quicker. That got me interested in how our systems work and how they could be improved, which led me into my current role.
What is one personal rule that you never break?
Never skip breakfast.
What would your specialist subject be on Mastermind?
Star Wars.
Ready to take the next step?
Our first meeting is free of charge and without obligation. A Chartered Financial Planner will listen to your situation and explain exactly how we can help.