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Michaela Callan

Administrator

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I provide administration support:

My main area of focus is producing clients’ valuation reports and processing the transactions for new monies and the rebalancing of existing portfolios.  I also provide support to all the advisers by preparing letters, updating mind maps and cash flow models, running risk profiles and obtaining information from providers, all of which assist with the preparation of recommendation reports. In addition, I process all new business applications and administer all group scheme renewals.

I get great satisfaction from helping ensure that every client’s journey runs smoothly and efficiently.  My role at BpH Wealth is focused around preparation and research ensuring a high level of attention to accuracy and meeting tight deadlines, on which I thrive.

I joined BpH Wealth in 2017 after graduating from law school at the University of Kent in Canterbury. I have worked in various roles throughout my studies but soon realised financial services is where I am best suited.

Qualifications:

I am looking to expand my knowledge and I am currently studying towards the Chartered Insurance Institute qualification – Certificate in Financial Services.

In my spare time:

I enjoy supporting my partner with his rugby career at Saracens, as well as seeing friends and family.  I am also a qualified eyelash technician and I enjoy pampering my friends and family.