Biography
I am a Financial Services Coordinator and part of the Administration team at IM Asset Management and have worked in financial services since 2007.
We are a point of contact for our Financial Planners, clients, other part of Irwin Mitchell, and external providers. Providing support on various lines of inquiry including meeting preparations, preparing/checking/issuing documentation, assisting clients with enquiries.
What inspired you to get into financial services?
I fell into financial services courtesy of a family friend, shortly after leaving college. I didn’t really know what career I wanted to get in to but soon discovered that I enjoyed the many technical aspects of financial services and building my knowledge of the sector.
What is the most rewarding aspect of your role?
The main one is seeing how we can help our clients in many ways, like addressing any queries or requests, or putting clients in touch with the many experts we have across the IM group.
I’m a double below knee amputee, so I like to think that I can empathise with our clients and understand some of their needs and what they go through.
What do you do away from the office?
Outside of work I’m mainly a dad to my two boys.
I’m a full-blown geek, spending what free time I have playing video games or watching movies.
I also like to keep active by playing wheelchair basketball and going to the gym.
