Get in touch
What’s the best thing about Crowe Financial Planning?
The team spirit and genuine care for their employees.
Tell me about your role?
To ensure that all client requests are compliant, dealt with professionally and in a timely manner.
Communication is a key part of the role, making sure that the clients, client support team and the consultants are kept up to date with work activities.
What is important to me when delivering client service?
To make sure that everything is as easy and painless as possible for the clients. It is important to spend that extra time to make life easier eg including prepaid envelopes with forms that need returning, or a quick call to manage the clients expectations.
My favourite film.
Mary Poppins the original film and the new one, was also really good.
What matters to you most in three words?
Husband, family, dog.
What do you enjoy most about your role?
The variety, no two days are the same! Also, the team, such great people to work with.
Mary Poppins the original film and the new one, was also really good.
My favourite
film.
Husband, family, dog.
What matters to you
most in three words?
The variety, no two days are the same! Also, the team, such great people to work with.
What do you enjoy most
about your role?
To make sure that everything is as easy and painless as possible for the clients. It is important to spend that extra time to make life easier eg including prepaid envelopes with forms that need returning, or a quick call to manage the clients expectations.
What is important to me when delivering client service?
To ensure that all client requests are compliant, dealt with professionally and in a timely manner. Communication is a key part of the role, making sure that the clients, client support team and the consultants are kept up to date with work activities.
Tell me about
your role?
The team spirit and genuine care for their employees.
What’s the best thing about Crowe Financial Planning?
Get in touch