Biography
I am a Financial Services Coordinator for the North Team within IM Asset Management. My role involves providing excellent customer service to our clients, supporting our financial planners and collaborating with the team to ensure the seamless operation of our business.
What inspired you to get into financial services?
It was never my intention to work within financial services and only happened due to my Mum, who works within the industry and got me a summer job. I began after leaving school and from there a passion quickly formed. I have now been in the industry for 5 and a half years.
When I joined IM Asset Management, I was able to bring across a breath of experience, which I have cultivated during my time within the industry.
What is the most rewarding aspect of your role?
The most rewarding aspect of my role is being able to have a positive impact on our clients lives, through being involved in assisting them with achieving their financial goals and needs.
What do you do away from the office?
I love going on walks, watching sport, going to the cinema, seeing friends & family and reading.