I work in the Technical Support Department, predominantly with Simon Ewings. I really enjoy the research and investigation side of my job and going that 'extra mile' for clients.
A large part of my role is writing financial reports, alongside this I undertake ongoing research and investigations at client and business level.
I joined the company in 2004 as an office junior. Since then I have achieved the Diploma in Financial Planning with the Chartered Insurance Institute.
Initially I was responsible for preparing all of the valuations for our clients, from there I moved into a PA role, assisting one adviser and their portfolio of clients.
After gaining experience of the advice process, I moved over to the Technical Support role. I produce financial reports, work on technical projects in the business, assist in implementing business changes and undertake ongoing technical research.
- Technical Summaries
- Training and Coaching
- Business Protection
- Financial Reports