Marina Grozdanova

Administrator

I provide administration support:

I contribute to the smooth running of the administrative function within the firm and my responsibilities include dealing with the post, updating client profiles, proof-reading letters and finalising reports ready to be issued to our clients, as well as obtaining information from providers in order to help the valuation process. I also work closely with Darren and Elspeth to develop and improve systems and procedures to ensure that we deliver a professional and efficient service.

I joined BpH in March 2020, having worked in Financial Services Complaints Administration and Accounts. My role as a Complaints Investigator involved analysing customer complaints, reviewing document proof and acknowledging the complaints – this enabled me to better understand some of the principles of the Financial Services Industry, as Data protection and striving to reach a fair outcome for each customer were integral to the way complaints were handled.

I was aspiring to set my foot on a career path in Financial Planning and feel very lucky to have joined the business and to have the opportunity to learn and develop.

Qualifications:

I have a degree in Financial Management and I am currently studying towards the CII Diploma in Financial Planning.

In my spare time:

I enjoy spending time with my family, seeing my son grow and his personality coming through brings me great joy.

I also love making sourdough bread and enjoy baking birthday cakes for everyone around me.

Bulgarian Folklore Dances are another hobby of mine and I have been attending different classes in the recent years.