How would you describe your role within AEON?
I work within the admin team at AEON. This involves submitting the new business for the advisers on behalf of clients to various providers. I liaise with the providers, advisers & paraplanners to ensure everything runs smoothly and the clients polices are finalised. Reception duties include answering the many phone calls from clients & providers. I also provide general insurance support, assisting Darren with renewals and new client enquiries.
What qualifications do you hold?
FA1- Life office administration & FA2 – Pensions administration
What is the most valuable piece of advice you have been given?
Don’t make decisions when you’re angry.
What interests do you have?
Walking and just taken up horse riding again. Visiting new places in the UK and abroad. I also seem to dog sit on a regular basis!
What is your favourite Holiday, Book, Board Game, Film, Sport and or sports team?