Client Administrator
As a Client Administrator, I help implement financial recommendations and maintain accurate client records. I enjoy being a point of contact for clients during the process, answering their queries and ensuring everything runs smoothly. Each day brings new challenges, which keeps the role engaging and dynamic.
I’m a big foodie and love trying new restaurants. To balance my love of good food and wine, I’m committed to my gym routine, which helps keep both body and mind healthy.
We’re always on the look out for people who share our values. If you’re looking for opportunities in financial planning, or want to learn more about us, take a look at our careers page.
Whether it's decisions about retirement, children heading off to university, or saving for your first home, our experts will be able to help.
If ‘sort out money' is on your to-do list, you’d benefit from a chat with us to see if we can help.
