Caroline has worked in financial services for more than 17 years and has worked with Karen and Roger for more than eight of those years. Highly experienced, she has previously worked as a Paraplanner and currently oversees the administration department.
She plays an integral part in managing the workload from client reviews, sending client documents out, processing new business with the admin team and liaising with clients. She also coordinates our Premier Review Service quarterly.
Caroline has been with her partner for 31 years, and they have two children together. Being a parent brings with it the usual roles of being a cook, a cleaner and a taxi, but when she can, Caroline loves going on walks with her dog, going to the gym and socialising with friends and family.
If I could be any fictional character, I would be:
The three qualities that draw me to new people are:
Friendliness, kindness and team spirit
The three small things that make my day better are:
Cup of coffee, being organised and laughter