With a law degree from Sheffield Hallam University we are delighted to welcome Charlotte Trueman to our Client Support Team. In her previous employment Charlotte was a manager at an insurance company with thirteen years’ experience but decided she wanted a change in career. Her ambition is to become a fully qualified Financial Adviser and she has already begun studying for her first qualification. Charlotte is part of our in-house study group and is currently studying for her financial protection qualification. This involves learning about much more than simply financial insurance products and includes modules that cover inheritance tax and state benefits.
In the Client Support Team, Charlotte assists our Financial Advisers who specialise in giving local financial advice to private clients and businesses in the Tamworth, Lichfield and Sutton Coldfield area. Day to day tasks involve making sure that all the processes are adhered to before cases can go into our in-house research team (Paraplanning) and inputting applications for our clients to financial product providers.
“It was a big decision to change career direction,” says Charlotte “and it was the career progression that is available at Four Oaks that attracted me. I know I have a lot to learn but the people here are so nice and genuine and I would eventually like to become an Adviser.”
Outside of work Charlotte is married with two children. She enjoys running and has been around the world not once but twice, with Australia, New Zealand and Thailand her favourite travel destinations. Welcome to the Four Oaks team, Charlotte!