I provide administration support:
My area of focus is producing the valuation reports, ensuring that these are produced in an accurate and timely manner to enable an efficient and professional service to our clients. I also process the investment transactions for new monies and for the rebalancing of existing portfolios. I particularly enjoy this aspect of my role as it requires attention to detail. I am clear headed, calm, methodical and very focused.
I’ve been with BpH Wealth since 1990:
After leaving college I did some temping for a while and worked in the offices just up the road before applying for a job here as a secretary. I then moved into administration as I wanted a change of focus and found this more interesting. BpH Wealth was the first firm I worked for in a full time permanent position.
Qualifications:
CII Certificate in Financial Services
CII Certificate in Life and Pensions
In my spare time:
I enjoy spending time with my family, reading, and walking.
