Sam – Administrator

Sam – Administrator
April 30, 2018 somervillefs

Since joining Somerville Financial Services, I have really enjoyed seeing how this company functions, as well as learning new skills and building my knowledge within the industry. The company has a strong stance on treating clients fairly and ensuring the most appropriate strategy is always employed. My role is to provide administrative support to the Paraplanners and Advisers, by way of product & fund research, processing applications and report writing. I also undertake a number of other tasks within the business which adds variation to my day to day tasks.