Meet Sarah
After leaving education in 2012 I joined a large insurance management company as a Pensions Adviser and eventually moved within the company to a Corporate Incidents Administrator role. This helped me to expand my pensions and financial knowledge. During this time I completed the FA1 exam in Life Administration and the R01 exam in Financial Services, Regulation and Ethics. Together, these exams give me the CII Level 3 Award in Financial Administration.
Wanting to further my long-term goal of becoming a Paraplanner, I was lucky enough to be offered a post with Acumen Financial Partnership in May 2016. My role involves providing administration support to financial advisers, including preparing preliminary reports and research, dealing with queries from clients and obtaining illustrations and valuations.
I live in Liverpool with my husband Matthew. In my spare time, I enjoy spending time with my family and friends, as well as enjoying extreme sports such as skiing, horse riding, white water rafting and lots of other adrenaline sports.
