Lesley has a long career in financial service having joined RBS straight from school. She graduated through the ranks starting as a customer adviser in 1993 selling unregulated products through to being a trainee financial planning manager,and going on to obtaining her Diploma in Finance dealing with the banks customers on a daily basis.When Lesley started her family in 2004 she enjoyed being able to balance her family life and work like when she switched to part time. Lesley most enjoyed her interactions with customers, however each year as the bank focused more on targets and sales it left Lesley feeling her role was more volume driven, less about the customer relationship and more about the product sales. When the opportunity of redundancy was offered Lesley took it and after her gardening leave met with Craig Gibson (MD of AGL Wealth) she was delighted with the client focus the firm has. administrative role - supporting the advisers. Her role has evolved in the 2 years since she has been with AGL including:Preparing reports, chasing third party administrators. Clients liaisons and joint visits with clients so they know who they’re dealing with.Record back office systems, ensure fees all entered correctly - that plans audit trails are managed and records up to date.Every day is so different -Lesley delivers what ever support is required. It’s a massive learning curve, coming into the independent world and dealing with different third party systems, each with their different systems and it’s always a different challenge that Lesley enjoys.The mother of 2 children (11 and 8) Lesley's life outside of work is full on with sports activities, involved with the school and regular exercise.