Emma Symes

Financial Administrator

team-member-photo

Qualifications

  • FA1 – Life Office Administration
  • FA2 – Pensions Administration
  • FA6 – Investment Client Servicing
  • CF1 – UK Financial Services, Regulation & Ethics
  • CF6 – Mortgage Advice

Meet Emma

At work

Emma has worked in Financial Services since 2009 and has been a valued member of the team ever since. During her apprenticeship, she completed Business Administration qualifications, providing a strong foundation for her career within financial services.

Today, as one of our Financial Administrators, Emma’s role is varied and includes supporting the business across marketing, mortgages and commissions. Her responsibilities cover a wide range of activities, helping to ensure the smooth running of day-to-day operations and providing valuable support to both colleagues and clients.

At home

Outside of work, Emma enjoys spending quality time with her family and making the most of trips to the Lake District and North Wales.

She also enjoys home baking, relaxing with a good television series and making memories with family and friends.

Get in touch

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