- Bristol Office
Can you describe your current role and responsibilities?
I work as Adviser Support and my responsibilities include booking in clients for their reviews, contacting pension schemes for information and creating reports for the reviews to illustrate the information given. I also create the post meeting letters which show what the adviser would suggest for future investments. Monthly adviser fee checks to ensure the correct fees are being paid from the policies. I also help out with social events for clients and staff.
What has been your journey so far?
I have been at Digby Associates for 2 years, in that time my knowledge of investments has grown. I find it interesting to see how the market fluctuates. I have arranged many events for clients including a cricket family fun day in the summer.
What do you enjoy most about working in your field?
I like being able to help people. When someone calls with a query and I can give them the information they need. I have built up some very strong relationships with clients over the last 2 years, some who just call me up for a chat and a catch up which I love. I also love the people I work with – Digby Associates is definitely a family! We all support each other.
What’s a fun fact about you or an interesting hobby you enjoy?
I have 2 young children so my days outside of work are taken up mainly by day trips to the park, swimming, cinema etc. However I am also a trained make up artist so also spend some weekends helping brides get ready for their big day. I am a huge thrill seeker and love rollercoasters! A trait my 8 year old daughter has inherited – proven at a recent trip to Disney land Paris.
