Grace Parry Dip PFS
Client Services Administrator
Grace's qualifications
CF1: UK financial services, regulation & ethics
R01: Financial Services, Regulation and Ethics
R02: Investment Principles
R03: Personal Taxation
About Grace
Grace works as part of the Chester office team, working closely with Jane O’Hara and Tom Kennedy’s clients.
Day to day, her role includes processing new business, submitting application forms, booking and preparing for annual review meetings, emails and telephone calls directly to clients. providing updates on new business and answering any technical queries to do with payment details and/or timescales to keep the client informed.
Grace leads weekly team meetings to keep track of workflow and tasks that need completing and delegates work to all members of the team.
Alongside this, Grace has recently completed her exams and is now Diploma Qualified in Financial Planning.
Grace enjoys keeping a healthy lifestyle (in the week) by going to the gym most mornings. At the weekend, she enjoys spending time with her family and friends, going out for meals and going to live music events.