Connie is a valued member of the client support team, providing essential administrative support to the firm’s financial advisers and paraplanners in their day-to-day work.
Key Services
As a member of the client support team, Connie offers essential admin support for the firm’s team of financial advisers and paraplanners in their day to day activities.
Career Profile
Connie joined Active at the beginning of 2024 to strengthen the firm’s client support team.
Connie’s journey in finance began in 2018, where she worked as a student finance apprentice, before moving to Darlington Building Society as customer service consultant.
Prior to Active, Connie spent 18 months in a similar client support role at another local financial planning firm where she gathered valuable industry experience.
Qualifications
- BTEC A-Level Law – Distinction*
- Level 2 NVQ Business Administration
