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Contact Us
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Shariq Imran

Shariq Imran

Financial Planning Support Administrator
Manchester
My office information
0161 214 7607
I graduated from Manchester Metropolitan University in 2023 with a 2:1 in BA Economics and I am currently at the beginning of my journey in the financial services industry.

Following my graduation, I secured a job at a reputable Financial Planning firm where my role was Central Operations Administrator. I processed various pieces of business for clients and liaised with third-party providers.

I am grateful for that experience as it provided me with skills I have been able to carry over and use to my advantage within this role.

About me

What’s the best thing about Crowe Financial Planning?

Everyone has been very welcoming and willing to help.

I am highly appreciative of the training I have received so far, and I look forward to becoming more knowledgeable and more valuable to the company as the days go by.

Tell me about your role?

I am a Client Review Administrator.

I am primarily responsible for running policy valuations as well as sending Letters of Authority, client disengagements and updating client contact details. 

What is important to me when delivering client service?
It is important to me that I ensure sure my work is completed to a good standard and with high accuracy to prevent any further complications within the process.
What do you enjoy most about your role?

I enjoy that my role is highly varied, meaning I am guaranteed to be doing something different each day.

I also enjoy the fact that I am constantly learning as this means I am expanding my knowledge continuously

What matters to you most in three words?
Family, Friends, and Health.