Best protection administrator/support staff
The criteria
How an administrator/member of support staff has gone the extra mile to support their firm’s advisers and clients, how they have made an impact to the business and how they have helped achieve better client outcomes.
Shortlist:
ANNE-MARIE BARLEYCORN – DREWBERRY
LOUISE FLANAGAN – BESPOKE FINANCIAL GROUP
SOPHIA DOS SANTOS – VITA
TEAM BUBBLE – COVERMYBUBBLE
Sponsored by:
winner
Louise Flanagan – Bespoke Financial Group
Why they won
When working within an advice firm that has big volumes, having the right background structure is critical. This individual showed initiative and has worked hard to make sure their company had efficient processes in place. They are clearly a huge asset to the advisers they work with.
