Date Joined: August 2019
Job title: Paraplanner
As Paraplanner, Abbie is responsible for solely supporting our Sales Director in managing her extensive client base. Abbie primarily works with experienced landlords and ensures that her clients are able to get the right product that suits them and their investment needs. Abbie oversees her clients applications from start to finish, working closely with the Client Relationship Manager to ensure the process runs as smooth as possible for all parties involved.
Qualifications:
Level 2 Certificate in Accounting and Finance
Experience:
Abbie worked as a Client Relationship Manager at Mortgages for Business for two years before working her way up to become Paraplanner. Before joining Mortgages for Business, Abbie worked in Education as a Management Information Systems Administrator. It was her responsibility to conduct data audits, allocate funding, ensure students were safeguarded, and allowed the smooth running of her departments.
Interests:
Lockdown turned Abbie into a master chef and baker! She also can’t resist bingeing on a good box set.
Favourite Film/Album:
Dirty Dancing/Harry Potter
