Financial Planning Administrator
After completing her higher education and deciding that she would like to work in financial services with a City-based firm, Kelly joined the industry in September 2009 before moving to Cavendish Brooke in June 2011. As a member of our administration team,her core responsibilities are the processing of new business as well as ongoing client servicing and liaison.
Kelly is studying for her Financial Services diploma so as to progress her career and become a qualified Paraplanner in the future. With her quiet diligence and determination and her excellent can-do attitude, Kelly is a valued member of our team in whom we have every confidence and whose progress we are watching eagerly!
When not at work or out socialising, our chocaholic can be found relaxing in front of a good film or Game of Thrones with a glass of wine in hand! She and her boyfriend have just bought their first house and are enjoying turning that into a home.