Support to Robert Turner
I am a junior Paraplanner to Robert Turner. My day to day duties involve preparing client valuations, organising client meetings, new business production and general administration. I am the second point of contact for Robert’s clients helping them with any information, values and help they require.
I am proactive in helping Robert manage the administration of his clients and also being there for all clients if they wish to obtain any information on their portfolio.
Outside of work am a busy mum of twin boys. I am very active and enjoy most sports including running and yoga.