Olivia at work
I started as an administrator five years ago with the view to training as an adviser and gaining experience along the way. I had completed my law degree and post graduate diploma and was looking for a new challenge. Steve was looking to grow the business. It was a great fit for both of us and I am now fully qualified both as an adviser and paraplanner.
My current role involves wearing many hats. I look after our existing clients to the highest standard, ensuring our ongoing service is seamlessly executed.
As head of our administration team, I am the first port of call for clients and the team if they have any issues or questions and I liaise with providers when complex issues arise. I am well known for lodging complaints and achieving the desired outcome for our clients.
As a paraplanner I also work closely with Steve to formalise both new and existing client recommendations and prepare all the documentation required to action those recommendations.
Most recently I have taken on the role of trainer for our new administrator, ensuring my eventual transition into advice goes smoothly and clients continue to receive the same levels of service they currently enjoy.Qualifications