I have worked in Financial Services in administration focused roles since 1998. My first six years were spent working in an admin support role for two of the industry’s largest investment and pension companies providing support to Financial Advisors and their clients.
From 2004 onwards I continued my career in admin roles working for Financial Adviser firms. I initially started with a national IFA as support for three advisors. After three years in this role I moved onto a smaller adviser firm where I was the only support staff for the company director which provided more direct client involvement which was enjoyable.
Crowe Financial Planning Ltd is the third advisor firm I have worked for having joined them in October 2014 as a member of the Client Support team and progressing to a more senior role as the team has grown due to our continued success.
