In my role as an Administration Assistant, I provide support in administrative tasks from preparing annual client review packs to liaising with various providers to ensure client requests are met. This insures up to date and accessible client files for the adviser, thus allowing a smooth and seamless client experience.
I have a Degree in Finance & Investment and currently working towards achieving the (CII) Diploma in Financial Planning.
Away from the office I engage in my passion for music as DJ. If I’m not being some turn tables, I’ll be behind the dining table at one of London’s trendy new restaurants!