Get in touch
What’s the best thing about Crowe Financial Planning?
That’s an easy one, the people. We have a great team and we work together to provide an exceptional level of service to our clients. Crowe is also a fantastic place to work offering agile working and an inclusive environment.
Tell me about your role?
The paraplanning side of my role includes analysing client information and researching solutions to build financial plans. Parts of the research can be technical and complex and this is why it is so important to gain the level 4 diploma.
What is important to me when delivering client service?
Attention to detail and clear communication are very important. Having a thorough understanding of the client’s circumstances, needs and objectives is essential. Working closely with the Consultant and Client Support team is crucial to ensure the smooth implementation of the recommendations.
My favourite book and film.
This is a difficult one. Favourite authors include Margaret Atwood and Jodi Picoult.
I love so many films. Currently I’d have to say Encanto – I’ve watched it over and over with my family. We can’t get enough of Bruno-no-no!
What matters to you most in three words?
Family, Health, Kindness.
What do you enjoy most about your role?
The mixture of paraplanning and managing the team. My team feel like family and I get a huge sense of pride at their achievements. Our compliance record is impeccable and the quality of service my team provides is exceptional.
Family, Health, Kindness.
What matters to you
most in three words?
The mixture of paraplanning and managing the team. My team feel like family and I get a huge sense of pride at their achievements. Our compliance record is impeccable and the quality of service my team provides is exceptional.
What do you enjoy most
about your role?
Attention to detail and clear communication are very important. Having a thorough understanding of the client’s circumstances, needs and objectives is essential. Working closely with the Consultant and Client Support team is crucial to ensure the smooth implementation of the recommendations.
What is important to me when delivering client service?
The paraplanning side of my role includes analysing client information and researching solutions to build financial plans. Parts of the research can be technical and complex and this is why it is so important to gain the level 4 diploma.
Tell me about
your role?
That’s an easy one, the people. We have a great team and we work together to provide an exceptional level of service to our clients. Crowe is also a fantastic place to work offering agile working and an inclusive environment.
What’s the best thing about Crowe Financial Planning?
Get in touch
This is a difficult one. Favourite authors include Margaret Atwood and Jodi Picoult.
I love so many films. Currently I’d have to say Encanto – I’ve watched it over and over with my family. We can’t get enough of Bruno-no-no!
My favourite book
and film.