Get in touch
What’s the best thing about Crowe Financial Planning?
The people who work for Crowe Financial Planning UK Limited and the quality of service we provide to our clients.
Tell me about your role?
My role is quite varied and no two days are the same. As a Client Support Coordinator, I do client valuations, process new business, death claims, health benefits/life cover for corporate clients, changes of name/address and various ad hoc administration work.
What is important to me when delivering client service?
To be as efficient and accurate as I can be in the work that I deliver for the client. If I am on the phone with a client I think it is always important to smile.
My favourite film.
I love classic 80s films and one of my favourites would have to be the fantasy film ‘Labyrinth’ starring David Bowie.
What matters to you most in three words?
Family, Friends, Happiness.
What do you enjoy most about your role?
The variety of work that I do on a daily basis and the people I work with.
I love classic 80s films and one of my favourites would have to be the fantasy film ‘Labyrinth’ starring David Bowie.
My favourite
film.
Family, Friends, Happiness.
What matters to you
most in three words?
The variety of work that I do on a daily basis and the people I work with.
What do you enjoy most
about your role?
To be as efficient and accurate as I can be in the work that I deliver for the client. If I am on the phone with a client I think it is always important to smile.
What is important to me when delivering client service?
My role is quite varied and no two days are the same. As a Client Support Coordinator, I do client valuations, process new business, death claims, health benefits/life cover for corporate clients, changes of name/address and various ad hoc administration work.
Tell me about
your role?
The people who work for Crowe Financial Planning UK Limited and the quality of service we provide to our clients.
What’s the best thing about Crowe Financial Planning?
Get in touch