As anyone who runs or works in a business knows, providing an exceptional service to clients is a team effort.
Naturally, we’re committed to providing a high standard of service to all our clients. That service is not just restricted to our client-facing financial planners but comes from a genuine team effort thanks to the skills of our administrators and paraplanners.
To further improve the service we’re providing, Anthony Saunders has recently joined our paraplanning team.
Anthony has been working in financial services for over ten years and has performed a variety of roles, including the provision of regulated pension advice. He is very keen to develop further and, having achieved his Diploma in Financial Planning, he is currently working towards achieving Chartered status.
Outside of work, Anthony enjoys real ale and regularly assists at Reading Beer Festival. He also likes reading and cooking.
Anthony says: “I am very much looking forward to playing an important part in the BlueSKY team, working within a Chartered Financial Planning environment to provide an exceptional service to our clients”.
How our paraplanners and administrators ensure you receive a great service
Together, our administrators and paraplanners ensure the smooth-running of the firm. They collate information, create reports and support both our clients and financial planners.
Our paraplanning team are crucial to providing a first-class service. While our financial planners provide direct advice and recommendations to clients, the support our paraplanning team provide ensures our advisers have the time to focus on clients, and to give you the high level of personal attention you expect.
Anthony has joined our paraplanning team this month to provide additional support. As someone with keen organisation skills and technical knowledge, and the ability to work to tight deadlines, we feel Anthony will become an important member of our team, and someone our clients may get to know over the coming months and years.
Anthony’s main responsibilities will include:
- Undertaking financial research
- Gathering and maintaining client information
- Preparing analytical reports
- Supporting our financial planners
In a nutshell, Anthony is here to support you, by ensuring that we maintain and improve the service you’ve come to expect from us.
As ever, if you need us, please get in touch. Contact us by email at firstname.lastname@example.org or call us on 01189 876655.