Get to know Isobel
At work
Isobel joined the team with around 18 months’ experience in financial planning administration, supporting advisers with the day-to-day management of client affairs. She prepares client documentation, processes applications, liaises with providers, and keeps client records up to date. She enjoys keeping everything running smoothly, accurately, and efficiently, while providing a high standard of support to both advisers and clients.
As part of her role, Isobel also interacts directly with clients, helping with queries and keeping them updated throughout the process.
The important details
At home
Outside of work, Isobel enjoys spending time with her partner, family and friends, and making the most of her weekends.
She loves travelling and exploring new places, as well as skiing, playing golf and tennis, going to festivals, and seeing live music.
Isobel and her partner have recently taken on the renovation of their home, so much of their spare time is currently spent on DIY projects, decorating, and making their house feel like a home.
Qualifications
