As a Client Services Associate, I support both clients and advisors in a fast-paced financial services environment. My responsibilities include onboarding new clients, preparing documentation, supporting meetings, and ensuring compliance, all while managing complex assets and maintaining accurate data. I’m committed to delivering seamless client experiences and continuously improving our processes. I’m also currently working towards my Diploma in Regulated Financial Planning to deepen my technical expertise

What’s top of your bucket list?
Complete an Ironman 70.3 and run a sub 4hr marathon!

What did you want to be when you were a child?
I wanted to be involved in sports

Best box set to binge-watch?
Without a doubt it would be ‘Friends’

Which song gets you on the dancefloor?
Any of Sam Fenders songs