26 Lowther Street, Carlisle, CA3 8DA
As a PA, I help keep the day-to-day running of the business organised and efficient. I support Emma, our MD, with diary management, communications and administrative tasks.
What has surprised me most about working in Financial Services is how personal it is. Every client has different goals, priorities and circumstances, which means no two days are ever the same. I've also been surprised by how much work goes on behind the scenes to ensure clients receive the highest level of service and support. It’s really changed my view on how important good financial planning is and the positive impact it can have on people's lives.
Organised, Approachable and Reliable.
I’d like to think so.
I would probably bring a hair bobble and some moisturizer.
I would choose invisibility. It would be perfect for avoiding awkward situations and getting a little peace and quiet when needed.
I will help in any way I can. I’m committed to providing excellent support and keeping things running smoothly. I make sure tasks are handled efficiently and professionally, making life easier for both our clients and team.
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