I joined CRS in January 2016 as Client Manager.  I provide administration support to the financial advisers to assist them in their Client Financial Planning.  My daily role includes preparing portfolio valuations, processing new business and keeping the company database up to date.  I enjoy the diversity of my role as it interesting and challenging along with a friendly, hardworking team makes CRS a really nice place to work.

I have worked at CRS Consultants for 20 years and it has changed over that time.  In my role I assist both the Financial Consultants and Client Managers with their day to day administration.  The friendly team are great to work with, we work hard but we also have fun.

I enjoy holidays and I recently went to Florida on honeymoon with my wife.

 

After serving 31 years with HMRC, I took voluntary redundancy and joined CRS Consultants in August 2014.  This has been a significant but enjoyable change to my career.

My role here is as a Client Manager which involves everyday administration, as well as servicing Client records and ensuring that all is up to date and in order. There has been a lot to learn and my journey so far has proved to be very interesting and varied.

I started working for CRS Consultants in 2011 as my children are now grown up and I wanted to make a career for myself. Since starting my knowledge has grown and I have built up a rapport with many clients over the years.

Once I had become established my role, I was keen to keep learning and I became involved with Clever Adviser increasing my knowledge of financial services even further. I enjoy learning about the funds and the methodology behind them and I am due to start taking exams later in the year.

I enjoy working at CRS Consultants and being part of a friendly and loyal team.

I joined CRS Consultants in 1990 as an Administration Clerk in the General Department. After spending many years in the General Department, a vacancy came available in the Life Department. I took the position as a Client Manager. As well as looking after the administration of my clients, I am involved with Clever Adviser and the monthly procedures.

We have a great team at CRS Consultants and I enjoy working here, may it always continue.

I joined CRS Consultants Limited on the 1^st July 1999 after completing 23 years in the Army, which was an enjoyable career.

I currently work as the Assistant Compliance Officer which entails ensuring that all advice, paperwork and files are compliant at all times and preparing for Compliance Visits from Three Sixty Services.  I also carry out the duties as a client manager providing a high level of service to my client bank.

I am also involved in helping other members of staff on any areas they are unsure of and also the Back Office systems.

My background is in Estates & Trusts, I worked in this capacity at Barclays for 12 years.

I have worked at CRS Consultants for 7 seven years now and have seen my role progress to be the Head of Administration as well as being a Client Manager.

My duties involve Client Management, liaising between Advisers and Client Managers, examining business procedures and making sure back office systems remain current and up to date.

I provide a high level of service to our clients and enjoy interaction with a broad range of people, helping them to achieve their financial goals. I also take an active interest in investments and hold a number of CIB, CISI and Securities Institute qualifications. I hope to expand on this and become more involved in the Compliance side of the business in the future.

Outside of work I have an active family life with my Wife, Daughter and Dog, and I’m something of a music obsessive as well as enjoying being part of a number of Nature & Conservation charities.