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What’s the best thing about Crowe Financial Planning?
Crowe Financial Planning has a great team of people. Everyone is friendly, approachable and always willing to help. There is a shared desire amongst the team for delivering excellent client service.
Tell me about your role?
I work closely with Nasiba Vaiya as her Senior Paraplanner and Financial Planning Executive. This involves attending client meetings and maintaining client relationships as well as researching products and writing Suitability Reports.
What is important to me when delivering client service?
It is important for me to build trusting relationships with our clients and deliver a high-quality service.
My favourite book and Film.
A great book I have read is ‘Running for My Life’ by US Olympic Athlete, Lopez Lomong.
Films I love include the Hunger Games trilogy and the Divergent series.
What matters to you most in three words?
Health, happiness and adventure.
What do you enjoy most about your role?
I enjoy the variety of work within my role, which enables me to continuously learn and develop my skills and technical knowledge. I also enjoy being part of each client’s journey towards reaching their goals.
Favourite film - Hot Fuzz. It still makes me chuckle every time I watch it and I’ve lost count the number of times I’ve seen it!
My favourite
book
Family, Health and Crystal Palace FC! Working in a friendly team with colleagues passionate about delivering excellent customer service and outcomes for our clients.
What matters to you
most in three words?
Working in a friendly team with colleagues passionate about delivering excellent customer service and outcomes for our clients.
What do you enjoy most
about your role?
Ensuring all clients experience a smooth, convenient and hassle-free journey. I always treat clients in a way I would want to be treated.
What is important to me when delivering client service?
As a member of the Client Support team I am responsible for ensuring all client requests and related tasks are dealt with professionally and effectively, delivering a positive experience for both external and internal clients.
Tell me about
your role?
The team - colleagues are always friendly and helpful. As a recent joiner, the Induction Programme equipped me with lots of good information and training required to do my job to a very high standard without feeling overwhelmed.
What’s the best thing about Crowe Financial Planning?
Get in touch