New Model Adviser - For Professional Investors

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Adept administrator adds client contact to her CV at Lancashire IFA

Adept administrator adds client contact to her CV at Lancashire IFA

Lancashire-based Acumen Financial Partnership is proving that new advisers do not need to be straight out of university to deliver a fresh approach.

Julie Cranny joined the firm in May 2015 after 15 years as a personal assistant and financial planning administrator with Charles Stanley in Liverpool.

She had already gained the diploma in financial planning but had not had the opportunity to progress into a client-facing role. Acumen managing director Angela Maher saw potential and has begun work to offer Julie the hands-on experience to help her make the transition.

Maher said: ‘We noticed Julie had a flair for engaging with clients so we thought we’d give her an opportunity to focus on one-to-one meetings with clients rather than the more technical paraplanner route she was initially heading towards.

‘She is now working with clients that she will probably take over in the next year or so,’ she said. ‘Julie is already looking for opportunities to gain her own clients and she is making great progress.’

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Comment & analysis

Twitter