Sarah Morrison
Adviser Support
- Cheltenham Office
Can you describe your current role and responsibilities?
I work as Adviser Support at Digby Associates, helping our advisers deliver a high standard of service to clients. With more than 25 years’ experience in customer-facing roles, I enjoy building relationships, supporting clients and ensuring everything runs smoothly behind the scenes.
What has been your journey so far?
I’ve worked in a variety of roles throughout my career, including working with children, running breakfast and after-school clubs, and spending more than 25 years in retail. Those experiences helped me develop strong communication, organisation and customer service skills, which I now use every day in my Adviser Support role at Digby Associates.
What do you enjoy most about working in your field?
I work closely with both clients and advisers to ensure information is gathered accurately and processed efficiently. I enjoy helping things run smoothly behind the scenes, supporting advisers in delivering a professional and responsive service while helping clients feel informed and looked after throughout their journey with us.
What’s a fun fact about you or an interesting hobby you enjoy?
My fun fact is that I enjoy travelling. I also enjoy socialising with my family.
Connect
If you’d like to connect with Sarah please do so on her LinkedIn.