Biography
I am a Financial Services Coordinator providing support predominately to the South admin team within IM Asset Management. My role involves a variety of responsibilities, with a strong emphasis on delivering exceptional customer service. Working closely with the clients and advisers to ensure their needs are met promptly and efficiently.
What inspired you to get into financial services?
After working many years in the healthcare sector, I felt it was time for a complete career change to embrace a new challenge. Using my administrative and customer service skills I was interested in seeing what I could achieve in financial services whilst gaining knowledge for my own personal financial goals. I enjoy the fast-paced environment as well as every day being different.
What is the most rewarding aspect of your role?
I love having a job where I can make a difference and help someone else, building strong relationships with clients and advisers, ensuring a positive experience for all parties involved. The knowledge that my work is making a difference in someone’s life is incredibly motivating and rewarding.
What do you do away from the office?
I spend time with my family and friends enjoying things like afternoon tea, bottomless brunches & shopping trips. I love reading a good book, normally a crime thriller, especially by the pool on holiday. Additionally, I am happy relaxing at home watching a good series with a cuppa!