Area Manager - Client Services
CurrentI manage a team of consultants to ensure that each client in our region of over 10 countries is given the best financial advice and to ensure that they are on track to reach their financial goals. I motivate my team to bring new clients to the company through recommendations by ensuring that they continuously provide a high standard of advice and service. My role also includes training new consultants who join my team to carry out their role successfully as quickly as possible.I personally have relationships with over 200 clients with whom I establish their current financial situation, discuss their goals and decide how best to reach these financial goals in changing economic climates. I advise on areas including retirement planning, education planning, UK pension transfers, lump sum investments, insurance and foreign exchange. My advice is catered to a clients' personal situation, tax domicile and country of residence. I work from introductions to bring on new clients to the company along with servicing my existing clients to ensure that they remain on track to reach their targets.
