My role enables me to work closely with the Adviser Team to help in all aspects of back office support required to help them plan and action client objectives and recommendations. I enjoy working with my colleagues across the whole office and bring my organisational skills and keen eye for attention to detail. I have worked previously in the insurance sector, supporting the company by preparing reports and handling client queries. I can continue to use my exceptional communications skills at Blythswood Associates to deliver first class client experience.
The work that I do helps to support our clients’ financial plans and keep everything running smoothly and on track. Blythswood Associates is a great place to work. We have a great culture and there is a shared belief of always putting the client first.
I continually develop my knowledge by regularly completing necessary back office training modules such as compliance and Money Laundering. This helps me to keep an exceptional standard of work and knowledge and always ensures that I remain relevant.
My time away from the office is spent keeping fit at the gym, golfing and playing football at junior level. I also spend a lot of time with my family and friends and all of this gives me a great work-life balance.
- Financial Services Administration
- Money Laundering Regulations
- Diary management and setting appointments
- Handling calls
- Back office administration support