Nicola Downs - Trentham Invest
Pension technical analyst
FPC, G60, J04, J05, AF3 (desirable), AFPC, diploma.
Employed. Totally with the programme!
Why is your firm different?
There are circa 100 clients for someone to look after with £150,000 renewal, plus top-ups.
I'm looking for someone dedicated to the profession, who has a passion for customer service, a commitment to keeping promises, and believes in me.
What is your plan for 2013 – how does this hire/acquisition tie into your plans?
We want to grow the revenue by a further 30%, and I want to focus more time on the firm's top 20 clients. I want to delegate the nurturing and managing of 100 clients to this new hire. This in turn will allow me to build on our reputation as a pension specialist. Also I would like to gain ISO2222 accreditation.