I joined Verve (then Para-Sols) in summer of 2014. Prior to that worked at an IFA for 7 years. Fully Qualified to Diploma level which includes mortgage and advice and also AF7 pension transfer specialist. I also have a Business Management degree.
I ensure the workflow of the team runs smoothly and make sure the paraplanners keep up with SLAs, hit targets, have good quality. I monitor performance with daily KPIs and review quarterly and also liaise with our clients to help build good working relationships, deal with any issues they have.
I play cricket for Hartlepool Cricket Club, this takes up most of my Saturdays in the season. I also enjoy socialising and going to gigs.
When I was younger and played cricket for the county, I played against some players that have went on to play for England i.e. Sir Alastair Cook, Liam Plunkett, Tim Bresnan. Obviously they were far better than me, I prefer working in financial services anyway! Also appreciate a lot of people hate cricket and wont have a clue who they are.
Work hard play hard! Nice relaxed atmosphere, great flexibility and awesome colleagues who know how to party.
Always ask plenty of questions, be confident and really get to know the culture and follow the core values.
