Sophie supports our Financial Planning Technicians by implementing our clients’ specific wealth management strategies, managing client data and liaising with investment providers.
- Training to become a Financial Services Administrator
What do you enjoy about your role?
I enjoy the pace and variety of the tasks that I am given. It is exciting to be able to learn something new every day and see how my skills and knowledge develop over such a short period of time.
What are you passionate about?
I am passionate about spending time with family and friends and making memories along the way.
What do you like most about working for Fiscal Engineers?
I like the drive the team has to succeed together, and the support we have for each other along the way.
What are your interests?
I enjoy being creative, especially through art and baking. I also enjoy travelling to see and learn about new places.