Sarah Bryant - Financial Planning Administrator

Areas of Specialism

Financial Services Administration

Career

Sarah Bryant has many years experience of financial services administration and working in a client orientated environment. She is a very experienced administrator in all areas, including a seven year role as Branch Administrator at Canada Life Assurance Company.

Her full-time role in Financial Services includes, talking to and meeting existing and new clients and dealing with any queries, processing of new business and valuing and administering existing portfolios. She is also involved in researching software projects, with a view to improving the service we offer to clients.