Liam joined Nelsons in October 2023 and provides support to our specialist Investment Management team.
Areas of Expertise
- 3 years’ financial services administration experience.
- Supports and assists our Investment Management team to enhance client experience and deliver operational excellence.
- Undertakes all administration roles and duties.
- Supports and liaises with our Independent Financial Advisers and Paraplanners to ensure a smooth delivery of service.
- File preparation, incorporating client portfolio valuations.
Professional Information
- Currently studying towards a Cii Diploma in Regulated Financial Planning.