Rachael is a vital member of our Administration Team, putting her organisation and time management skills to good use by making sure tasks are completed on time and to a fantastic standard. Her previous experience in the training and production sectors means she has a great understanding of the importance of teamwork and this is very apparent in how she works on a daily basis.

Rachael mostly liaises with third-party providers and focuses on submitting the business generated through adviser and paraplanner client meetings. She makes it a priority to form a relationship with all the clients she deals with to make the experience both personal and efficient.