Monnay Bala

Junior Paraplanner

After graduating from Loughborough University with a degree in Industrial Design and Technology, Monnay has decided to pursue a career in wealth management, motivated by a strong interest in helping people make informed and confident financial decisions.

Monnay began her career at Circle Wealth Partners as a Practice Administrator and has since progressed internally to Junior Paraplanner. In her current role, she supports the advisors by conducting technical research, preparing suitability reports, and contributing to the development of tailored financial plans. She is currently working towards the Diploma in Regulated Financial Planning to deepen her technical knowledge and continue building her career in financial services.