I joined DGS in 2008 and provide administrative support to Jeff Bradley who is one of the Chartered Financial Planners in the firm.
My strong customer service skills and awareness of client expectations enable me to undertake a variety of sales support responsibilities. This allows Jeff to concentrate on providing financial advice and planning for his clients, ensuring that their needs are fully met during their ongoing relationship with DGS.
Having worked for Bradford & Bingley Society for 11 years as a Customer Services Adviser I changed jobs to work in my children’s Primary School as a secretary. This allowed me to manage my childcare as well as having an insight into their early education. I then started working with Jeff to assist him in looking after his clients and providing an accurate and efficient administrative support.