For Administrators and client service teams

Intermediate
Jobs and careers
Self certified
Video
Date:

Thursday 28th May 2020

Location:

Online

Duration

1 HRS

In this session a panel of experienced administration and client support professionals discuss their roles.

Learning objectives

In this session we covered…

  • Best part of their role
  • Common issues
  • Remote working challenges and opportunities
  • Tools and tips that have made life easier
  • One piece of advice from each panel member that they are following in their own career
  • Support available to Administrators and client service roles

Speakers

1
Debbie Condon
Intuitive Support

Debbie Condon is the Director and Founder of Intuitive Support, a company created in 2014 to provide outsourced administration support to financial advisers. Debbie has over 25 years of experience coaching and developing teams of administrators within Financial Services. Intuitive Support currently employ a team of 15 experienced Financial Services Administrators, and they work with more than 50 firms of Financial Advisers.

1
Amy Hunt
Navigatus

Amy is the Client Support Manager at Navigatus. Amy has been working as an administrator in Financial Services for 10 years in various types of IFA firms.

1
Kelly Tomkins
Gallagher Wealth

Kelly is the Business Support Manager at Gallagher Wealth. Kelly has worked in Financial Services for 20 years, (she says 'sadly I am that old'!). She's been with Gallagher Wealth for almost 12 years. As Business Support Manager, she is responsible for the day to day leadership and management of the Client Support Team across the UK.

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