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What’s the best thing about Crowe Financial Planning?
The best thing about working for Crowe is my colleagues and the sense of teamwork and achievement. I am supported in my role to expand my knowledge through experience and qualifications.
Tell me about your role?
I work with Financial Planners to understand a client’s personal circumstances and devise a plan to help them achieve their financial goals, whatever they may be. I undertake product research, produce financial planning reports and attend client meetings.
What is important to me when delivering client service?
Ensuring clients are provided with factually correct information in a clear and concise manner, helping them to understand in greater detail their financial position and how recommendations made can help them achieve their goals.
My favourite film.
Aliens.
What matters to you most in three words?
Trustworthy, reliablilty, honesty.
What do you enjoy most about your role?
I enjoy the variety of working on a range of different reports, undertaking product research and producing a report for the client which can bring their situation to life. Having great colleagues is an additional bonus to my role.
Aliens.
My favourite
film
Trustworthy, reliablilty, honesty.
What matters to you
most in three words?
I enjoy the variety of working on a range of different reports, undertaking product research and producing a report for the client which can bring their situation to life. Having great colleagues is an additional bonus to my role.
What do you enjoy most
about your role?
Ensuring clients are provided with factually correct information in a clear and concise manner, helping them to understand in greater detail their financial position and how recommendations made can help them achieve their goals.
What is important to me when delivering client service?
work with Financial Planners to understand a client’s personal circumstances and devise a plan to help them achieve their financial goals, whatever they may be. I undertake product research, produce financial planning reports and attend client meetings.
Tell me about
your role?
The best thing about working for Crowe Financial Planning UK Limited is my colleagues and the sense of teamwork and achievement. I am supported in my role to expand my knowledge through experience and qualifications.
What’s the best thing about Crowe Financial Planning?
Get in touch