Each fortnight we will be spotlighting a member of the team so that you can get to know the people behind the Pacem brand. This week we feature our Senior Planning Analyst, Sean O’Donnell. Sean joined the firm in July 2020 as a Planning Analyst Intern and supports our Financial Advisory team in achieving our client’s goals alongside completing his Level 4 Diploma.
Sean tells us a bit more about himself below.
Your role at Pacem
Senior Planning Analyst
How long have you been with Pacem?
Just shy of 2 years
What does your day-to-day role entail?
No 2 days are the same at Pacem and my tasks can be quite different each day but generally my role is to assist the Advisors and Paraplanners in preparing to client annual reviews of their Investment Portfolios. I also spend a lot of time working with the Advisers and Paraplanners analysing all of the information on new clients and help prepare detailed financial plans to include cashflow analysis and investment projections.
How would you describe yourself in three words?
I’d have to say that I’m affable, engaging and ambitious…however some may disagree with these adjectives!
Tell us something that might surprise us about you.
I didn’t begin my career in financial services until I was 30 years old! Before this, I had a varied work experience from working in hospitality to health and safety but the job which surprises most people is my many years of working for our family Funeral Business!
What do you like most about your job?
Definitely the best thing about my job is the people, both clients and colleagues. I really enjoy engaging with people from various walks of life and to try and assist them with their questions and concerns as much as possible and really look forward to more of this as I progress through my career. We have an amazing team at Pacem and working with these guys every day makes going to work vastly more enjoyable.
If you won the lottery, what is the first thing you would do?
As cliché as it sounds, the first thing I would do is buy a ridiculous car. I’m a huge car fan and have dreams of owning a really silly supercar such as a Ferrari F8 or Lamborghini Huracan…I’d even settle for a BMW M3! After that, I’d make sure that my family’s bills are settled and use the remainder for a once an a lifetime holiday…although I don’t think there would be much left!
I would consider myself as a foodie! There is nothing that I will not eat, although my own culinary skills are not the best. That being said…..my favourite food of all time is crisps!!
What interests/hobbies do you have outside of work
Before lockdown I was training regularly at Brazilian Jujitsu. Although lockdown and studying towards my Level 4 qualifications has made it difficult to get back into the swing of things, I fully intend to get back as it an get my blue belt by the end of the year!