Background…

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

Her duties include answering the telephone and completing client file work. She is also studying to complete the Diploma in Financial Advice.

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 completing her Diploma shortly.

Colleagues would say Athena is…

Generous and adaptable.

At home…

In her spare time, Athena enjoys working out at the gym and going for long walks.

Relevant Qualifications…

CertPFA Certificate in Paraplanning & Financial Administration