Client Support Administrator
Suzy Graham
Contact
At work
Suzy has been in the financial services profession for more than 35 years, working for independent financial advisers, wealth management, and discretionary fund managers in a variety of roles, including office manager, trainer, and client support.
Suzy has passed the three papers required to achieve the Financial Planning Certificate. She is very good at communicating with clients to ensure they are well informed throughout their journeys.
At home
Suzy has a very close-knit family, and she enjoys spending time with them. She also does a lot of walking and enjoys staying active in the gym. Suzy also enjoys clay pigeon shooting.
In the spotlight
The proudest moment of my career was:
Building strong relationships with clients and receiving praise for my communication skills.
The three things I love most about my job are:
The variety of work, the work environment, and the flexibility.
