At work
Accreditations
Qualifications
At home
What one aim or life goal do you one day hope to achieve?
What three things are guaranteed to make your day better?
Is there something interesting or unusual that people might be surprised to learn about you?
Sarah’s role involves assisting James, Richard and Nathan with client servicing including booking meetings, preparing and sending annual reports, generating portfolio valuations, and legacy asset transfers. She also assists with marketing tasks such as updating the website, blogs and social media accounts.
Although at the start of her career, Sarah already has four years of experience in investment and pensions administration, as well as marketing within the financial advisory industry.
Sarah’s favourite part of her job is speaking with clients and solving queries.
Whilst having no industry recognised qualifications, Sarah has a great aptitude for learning new has whilst the youngest member of the team is very keen to take on new knowledge and and attend Openwork or product provider training sessions to keep her knowledge up-to-date.
Outside of the office, Sarah likes to spend her time socialising with her family. She has a one-year-old niece who always makes this time entertaining. You’ll also often find her adventuring outdoors on nature walks with her dog Dexter who is full of energy and thoroughly loves the outdoors.
Sarah’s other hobbies include nail art, home improvement and upcycling furniture which requires a high level of attention to detail and creativeness. Some of her previous successes have included turning an antique wooden box into a personalised toy chest and an oak tv unit to a modern two-tone oak and white unit.
Get a mortgage and complete an African safari.
Get some fresh air, do a good deed, the sun being out.
I have climbed 3 mountains in Wales, including Snowdon
