No two days are the same
This week, we are happy to introduce you to India Dagger. India is a Client Services Assistant and has been with the firm a little over two years. Here, she shares some of her experiences with the firm and how she spends her typical day.
No two days are the same
When I am asked ‘What do you do for work?’, I often say ‘I work as an administrator for a financial planning company’ because this is the easy answer – but the role of a Client Services Associate (CSA) is hugely varied. As a CSA, I support our paraplanners and financial planners in their client work. I am involved in almost every step of the client journey and am a key point of contact in assisting in maintaining the client relationship.
My favourite aspect of my role is speaking with clients and getting to know them, as well as having the responsibility of assisting with their finances. It is lovely to chat with clients about something other than their ISA or Pension! I also really enjoy the variety the role offers as no day is ever the same and I am often involved in new and exciting projects (such as the new IronBright platform transition and our marketing initiatives).
Before I joined Brunel just over two years ago, I worked in the marketing team for a property developer in Bristol. However, both my parents have worked in financial services for their entire careers and having undertaken work experience with an asset manager in London and a wealth management firm in Bristol this sector has always interested me. I studied Business, Economics and English Literature at A-Level.
My CSA role has helped me to gain technical knowledge as I have exposure to so many different client situations and possible financial solutions. I have learnt so much about financial planning and client service in the relatively short period I have been with Brunel. We have a great team who have been brilliant in helping me to develop my learning and skills.
During the pandemic I have continued with my studies for the Regulated Financial Planning Diploma and have joined our new Trainee Financial Planner program as I aspire to progress through the company to the role of a Financial Planner.Outside of work I enjoy cooking (particularly Asian food) and all things equestrian. My sister and I have ridden for most of our lives and have horses – we love to compete with our local riding clubs. I also enjoy keeping fit, taking our dogs for a long pub walk and socialising with my friends and family. I am really missing the office culture at Brunel and hope we can welcome clients to our new office as soon as possible.
Client Services Associate