Biography
I am the Financial Services Administration Manager within IM Asset Management.
My main responsibilities are to manage the activities and development of the Financial Services Team to deliver exceptional client experience during prospect management, client on-boarding and on-going servicing touchpoints.
I ensure development of the team and service functions through continuous incremental improvement and driving the embedding of change activities to support growth and the delivery of strategic business objectives with the support of my team leaders.
I work closely with my team leaders to guarantee regulatory compliant delivery of all team functions and that the team delivers against target KPIs.
What inspired you to get into financial services?
Honestly it was never my intention to work in financial services, it just happened. A friend of my brother worked for a large American financial services company and required an administrator. I had been in my previous role since I finished school and was looking for a new challenge. As they say the rest is history. When I joined IM Asset Management, I was fortunate enough to have experience in financial services, but I could also leverage knowledge I had gained in Personal Injury from a former role.
What is the most rewarding aspect of your role?
The most rewarding aspect of my role is to know what a difference we are making for our clients every day. Although I am no longer client facing, I love to hear the stories from my team and the advisers about how we are supporting our clients in their journey and that what we do can enhance a client’s life whether that be by generating a much-needed income or investing funds to last a client’s lifetime.
Since moving into a managerial role, I am thoroughly enjoying seeing people in my team progress professionally and personally, it makes me very proud.
What do you do away from the office?
I enjoy spending time outdoors with my husband, son and labradoodle Baxter. My son and dog love beaches and a dip in the sea so we tend to holiday in the UK particularly around the Llyn Peninsula in North Wales and the Isle of Colonsay!
I love to catch up with friends as often as possible over a cuppa or a glass of wine.
One of my favourite pastimes is going to the theatre for a good old musical, nothing better to put you in a cheery mood.
I enjoy reading crime novels when I get the chance!