WHO I HELP

A wide range of clients from families to business owners to clients of the wider firm.

HOW I HELP

I provide support to the paraplanners and financial planners. We help with every stage of the financial planning process from preparing the annual review meeting packs to gathering and analysing information on clients existing plans to assisting clients with any queries they may have.

“I am always willing to go over and above to make sure clients get the best possible service.”

Rachel Hamilton is part of the Client Service Support team. Based in Aberdeen, her role involves working closely with the team to provide excellent service to clients. This can involve sitting in on meetings client meetings, gathering information on clients’ policies, cash flow modelling, implementing new business the adviser has recommended, setting up plans, payments and withdrawals and helping with any projects the team are currently working on.

AN IDEAL RELATIONSHIP

“An ideal relationship with our clients would involve trust and very clear communication. Clients should feel we have their best interests at heart with every situation they come to us with, big or small!

One of the most satisfying parts of the job is being able to meet a wide variety of clients, I find meeting a client directly helps in building a strong relationship which then makes future ongoing work, queries and contacting clients a lot easier on both sides!”

COLLABORATIVE APPROACH

“Our team has such a vast amount of knowledge and experience. Everyone is always willing to help whether that is a client query or with an upcoming exam! We have a great group of people working together and that really makes the difference!”