Client Services Administrator Elliot tells us more about himself:
Q: What has been the journey that has led you to become a Client Services Administrator?
After leaving Sixth Form I decided to go back to college to train in Accounting & Finance. Whilst studying I was working as a Financial Administrator at a daycare nursery. After holding this position for 2 years I made the choice to seek another challenge; it was then that I found Citywide Financial Partners.
Q: What attracted you about working for Citywide Financial Partners?
The fresh challenge of diving into an industry that was new to me was exciting. From my own research I saw that Citywide were a company that focused on client care, and after the interview process I knew for sure that this was a company I would enjoy working for.
Q: We know you are a Client Services Administrator, but what does that mean on a day to day basis?
Day to day I work closely with the Financial Planners and Luke Beale, assisting within the Client Services team. The majority of my time is taken up with keeping our back office systems up-to-date and preparing the necessary documents for any client meetings.
Q: What do you find interesting about the work that you do?
For me, I find the fund analysis part of the role the most interesting, and also following our clients’ financial journeys through various stages of their lives.
Q: What are you saving for?
At this stage in my life, my focus is on taking the next step towards moving into a property with my partner.
Q: When you are not at Citywide Financial Partners, what keeps you busy?
Outside of Citywide I am a big fan of music, film and TV and a keen cinema-goer. Recently I have been putting a lot of time into my new favourite hobby, mountain biking.
Q: If you could give your younger self one piece of advice, what would it be?
I don’t feel I have any regrets, but if I was to meet my younger self I would probably tell him to not be so scared of failure.
Q: What is your proudest achievement in life so far?
My proudest achievement would have to be one of my most recent accomplishments – losing weight. I’ve found it incredibly tough, but at the same time very rewarding.
Q: And finally, what goals are you working towards now?
In my professional life, I am working towards my Certificate of Financial Planning and looking forward to continuing to develop within the team at Citywide Financial Partners. Personally, my goals are to continue with my weight loss and move in with my partner.