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Michaela Callan

Administrator

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I help the team excel in client satisfaction and go that extra mile to provide excellence:

My main area of focus is producing clients’ valuation reports, with attention to accuracy and meeting deadlines, for Michael Freedman and John Redmond. I also provide administration support to all the advisers, which includes updating our client database, administrating group scheme renewals, running risk profile reports, and obtaining information from providers, which assists with the preparation of recommendation reports. I also process all new applications, placing the initial trades on these new investments, as well as rebalancing the asset allocations when necessary, ensuring these are transacted in an accurate and timely manner.

I also prepare letters and information packs, keep Key Investor Information Documents up to date and update cash flow information and total client profile mind maps.

I get great satisfaction from:

  • Helping towards the start of the client’s journey – valuations and all the prep and research behind everything
  • Helping during the journey – dealing which involves the responsibility of accuracy and time management for clients assets
  • Helping the team excel in client satisfaction and going that extra mile to provide excellence.

Key achievements:

Since starting with BpH Wealth at the end of August 2017, as a graduate from law school at the University of Kent in Canterbury, I have already completed and passed my first exam in Financial Regulation and Ethics. I am looking to expand my knowledge and I am currently studying towards the Chartered Insurance Institute qualification – Certificate in Financial Services, and will be sitting my next exam at the end of the year.

My long-term goal is to become a Chartered Financial Planner.

When not at work:

  • I am a qualified eyelash extension technician
  • I enjoy supporting my partner in his rugby at Saracens rugby club, baking, seeing friends and family
  • I enjoy health and fitness.