I joined Crowe Financial Planning UK Limited in January 2022. In my role as Client Support Administrator, my primary responsibilities consist of preparing valuation data for the regular review reports issued to our clients as well as being the dedicated support for all our Corporate clients and ensuring all communications received reaches my relevant colleague. Additionally, I work closely with my colleague Kate Evans (Paraplanner Support Associate) to process all of the Letters of Authority for product providers submitted to us from clients and will when required provide additional support to our Client Support Coordinators.
