I manage all marketing activities, client events and seminars. I arrange client review meetings and deal with all new enquiries.
I support our Advisers with building new relationships with potential new clients and other professionals.
I provide administrative support to our Advisers and I assist our clients with day to day enquiries. I also maintain client records and process new business applications for investments, pensions and protection.
I provide administrative support to the Advisers and the team. And as a keen golfer, I organise our annual charity golf day.