Rachael is a vital member of our administration team, using 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 the way that 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 forge a relationship with all the clients she deals with to make the experience both personal and efficient.