Job Title: Technical Support Assistant
Q: What was you journey to become a member of the Technical Support team?
After graduating from Southampton University with a 2.1 BSc (hons) degree in Mathematics with Actuarial studies I joined Sun Life of Canada in Basingstoke training as an Actuary. After 4 year, during which time I got married, I returned to live in Wales and started working at HHFM in 2001. During my time at HHFM I have done a variety of tasks and gained exposure to different areas of the business and have now developed into my role as a technical support assistant.
Q: What drew you to Heron House?
Heron House offered me the opportunity to use my skills and develop my knowledge of the financial world in a friendly professional environment.
Q: We know you are in the Technical Support team but what does that mean day to day?
Day to day I assist the financial planners and technical support team by preparing reports to send to clients based on the planners recommendations. I make sure our systems are updated correctly and are compliant when any new business has been processed as well as dealing with various client queries and research as required.
Q: What keeps you most interested at work every day?
A good variety of work and as every client’s portfolio is bespoke each report requires different input and thought.
Q: What are you saving for?
Family holidays, updating cars, retirement and children’s University fees (maybe).
Q: When you’re not at Heron House , what keeps you busy?
I enjoy spending my spare time with family and friends. Going out for meals, going to the cinema and theatre, playing tennis and watching my boys play football on the weekend. I try to keep fit by jogging regularly and also enjoy spending time gardening.
Q: If you could give your younger self one piece of advice, what would it be?
You are braver and stronger than you think!
Q: What goals are you working towards now?
Expanding my financial knowledge by reading more financial literature and magazines and developing my knowledge of our software systems.
Q: What makes Heron House a great company?
Heron House is a friendly professional team who enjoy working together, sharing our knowledge and skills to deliver the best for our clients. We each take the time and care to look after our clients as well as each other.