Louise has joined us as our new Client Onboarding Administrator and is now getting stuck into her training programme.
As the business continues to grow, one of the things that matters most to us is making sure that growth doesn’t come at the expense of the customer experience.
In fact, quite the opposite.
The customer is the most important person in the whole process.
Louise’s role will be to work alongside our clients and advisers, helping to make sure that communication is clear, information is captured correctly and, importantly, that every new client gets the same high level of service from the moment they join us.
We’ve built our reputation around providing a 5-star service, and maintaining that standard as we grow requires continued investment in the people behind the business.
That’s why bringing Louise into the team is an important step for us.
It’s not simply about having another person in the office.
It’s about making sure we have the right structure and the right people in place to give our clients the experience they deserve.
Louise is at the beginning of her journey with us, but she’s already settling in well and we’re looking forward to seeing her develop in the role.
Welcome to the team, Louise.
We’re very pleased to have you with us.




