Francesca Case Email & Phone Number

Luton, GB

My role as Business Manager at Wealth Matters is to run the Operations Department of the Business. This includes but is not limited to Marketing, IT, HR, Business Support and Compliance. Working with each team in synergy to make decisions to accommodate our business growth plans whilst delivering the best service possible for our clients. With my role, I.

St Ives, Cambridgeshire

In March 2018 I was promoted to Office Manager after showing my passion for business and for doing what is right for the clients, the staff and the company. I am now responsible for Staff, HR, Operations, Marketing, Accounts, working with Openwork on Compliance, the ‘Client Experience’ and strategizing the future of the company. I also network with fellow.

St Ives, Cambridgeshire

I started at Ewing Associates in 2017 as an Admin Assistant, after spending a year at an IFO in Stevenage. In my first year at Ewing Associates, I developed processes within the Back Office to streamline new and ongoing business, created in-house forms and checklists and established structure for staff to follow. This included analysing and organising the.

Brisbane, Australia

In 2012, I was promoted to Business Support Officer supporting a Department in the company who serviced large national Corporate Clients, ran Superannuation (Company Pensions) for companies and provided Insurance options on a Corporate and individual level. I learnt the fundamentals of Financial Planning during this time. My time in Financial Planning in.

Brisbane, Australia

My time in Financial Planning started in Australia in 2010, as a Corporate Receptionist for Morgans, which is Australia’s largest national full-service stockbroking and wealth management firm. I was placed at the Head Office in Brisbane and was exposed to every department during my time at Corporate Reception. It is here that I finetuned my customer.