- Cheltenham Office
Can you describe your current role and responsibilities?
As part of the Adviser Support team, I work closely with our advisers to help deliver financial planning guidance and recommendations for clients. My responsibilities include preparing and managing client documentation, processing new business, liaising with providers, maintaining accurate records, and helping ensure clients receive an efficient, professional and high-quality service throughout their relationship with Digby Associates.
What has been your journey so far?
I studied Finance at university, where I developed a strong interest in financial planning and the role it can play in helping people achieve their goals. After graduating, I was keen to begin my career in the profession, and Digby Associates provided the ideal opportunity to develop my knowledge, gain practical experience and build a strong foundation within financial services.
What do you enjoy most about working in your field?
What I enjoy most is knowing that the work I do contributes to helping clients achieve important life goals, whether that’s planning for retirement, protecting their families, or building long-term financial security. I also enjoy the variety the role brings, the problem-solving involved, and the opportunity to continually develop my knowledge and skills.
What’s a fun fact about you or an interesting hobby you enjoy?
Outside of work, I am passionate about both playing and following a wide range of sports, particularly cricket, football and golf. I also enjoy travelling and seeking out opportunities to pursue two of my favourite hobbies, scuba diving and skiing, in different parts of the world.