Background…

Athena supports Ian with administrative work, preparing client files and managing mortgage and investment applications.

Her duties include answering the telephone and completing client file work. She is also studying to complete the Certificate in Paraplanning & Financial Administration.

The best bit…

Athena loves the fact that, with the support of her colleagues, she has the opportunity to progress her career in financial services. She is looking forward to starting study for her Diploma shortly.

Colleagues would say Athena is…

Generous and adaptable.

At home…

In her spare time, Athena enjoys listening to music and watching films or TV, especially The Chase.

Relevant Qualifications…

CePFA Certificate in Paraplanning & Financial Administration