We are delighted to welcome Harriet Partridge to our Client Support team. Harriet has previously worked in banking for Halifax as a cashier and then a trainee banking adviser, and at Santander where she started as a cashier and moved to the role of savings adviser.
For the past six years Harriet was a branch manager for the well-known jewellery retail chain Pandora. As the branch manager she was responsible for staff, stock and of course customer service.
As a member of our Client Support team Harriet’s duties are based around supporting our team of local Financial Advisers in the Tamworth, Lichfield and Sutton Coldfield area. This is a very important role that involves chasing financial product providers for information and lots of administrative duties that enable our Advisers to provide our first-class service to our clients.
In her late-teens Harriet has twice had a 4 month long summer internship at Disney Land Florida but now in her spare time she is studying for a degree in English with the Open University and is in the 5th of a 6 year course. Harriet will also be joining our in-house Four Oaks Financial Services Training Academy to study for her professional financial services qualifications.
Welcome to the Four Oaks Financial Services team, Harriet.