Joanne Wright
Administration Manager
Working
As our administration manager, Joanne is responsible for the implementation of advisers’ pension and investment recommendations on behalf of our clients. This includes submitting applications forms, policy transfers and withdrawal requests and ensuring all transactions have been completed correctly and in a timely manner.
The information you need to know
Qualifications
CeFAP (Certificate in Financial Administration and Planning)
Specifically designed for professionals working, or aspiring to work, in financial administration and paraplanning roles; it develops the skills for supporting and maintaining client relationships and meeting client priorities. The Certificate also meets the National Occupational Standard (NOS) for paraplanners.
R01 (Financial services, regulation and ethics)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
R02 (Investment principles and risk)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
Relaxing
Joanne loves going to the theatre to see a musical. In her spare time, you can usually find her walking, eating out and spending time in the garden.
We asked Joanne…
What’s a talent or skill you possess that few people know about?
Juggling
What’s the best piece of advice you’ve ever received?
Be kind – your words matter.
