Caroline works as the Senior Paraplanner within Sapphire Financial Planning. Caroline works as part of the technical team within the business working on solutions alongside the advisers helping to achieve client goals and objectives. Caroline also ensures that all regulatory duties are met.
Caroline has a history of working for 13 years in FTSE 100 financial services companies. She has also spent time living and working abroad and enjoyed bringing up her family. She enjoys learning and developing her technical knowledge
Natasha has a long track record of work in customer facing, branding and marketing roles. Natasha works as the Marketing & Business Processing Executive ensuring that clients are kept up to date with recent investments, and market movements. Natasha spends most of her time arranging and establishing various client events and informative seminars for Sapphire’s clients on a variety of topics. Natasha has recently moved into the Northamptonshire area and looking to develop into her new role. Natasha has started to complete the relevant qualifications to progress into a new role, assisting Caroline within her Paraplanning team.
When Natasha is not at work, she enjoys watching films and spending time with her family.
My Name is Charlotte, I’m 31 years old and since I left University in 2010, I have worked in Financial Services. Starting out at a Friendly Society in 2011, I worked my way up starting in the New Business dept; processing the new business for a new product launched that year. After working hard, helping develop the processes and learning all I could about our new and legacy products I was offered a promotion to the Membership Services team; where I quickly mastered withdrawing capital funds from members accounts, dealing with probates and loans. I was offered an exciting opportunity to study AAT at college two days a week after work, which I gratefully accepted. I really enjoyed learning on the job, it gave work a great clarity and made me a more capable team member. Considering I worked directly for the Financial Director, and no new staff where hired as the workload increased, I would consider this one of my top achievements. I am an ambitious person and was soon looking for the next challenge with the Society. I was offered a job to join the sales team as a Telephone Account Manager which I thoroughly enjoyed, and was quickly promoted within the year, to Business Development Manager. Although my personality suits a sales role, my heart is always with the data. I decided to move away from my hometown and moved to Bournemouth to be a retention adviser. This used my analytical skill, but also my personality to help clients make the best decision for them, about their policy.
Life doesn’t always go the way you plan, and I had to return home to support my family financially, which lead me to take another Business Development role for a “Fin-Tech”. I was employed to create their sales processes and use previous connections to develop the business proposition. This role taught me many things about who I was and what I wanted for my career, and as I mentioned previously, my heads always in but my heart was not.
Knowing what you want is half the battle, finding it is the other. After many months of searching I was approached for a position as a Junior Paraplanner, with Sapphire Financial Planning, which has turned out to be one, if not the best place I’ve worked. My colleagues are second to none, and the support and encouragement that we have as a team, you just don’t find “these days”. I can’t wait to see what the future holds.
Some facts about me; I am the eldest daughter, I have 3 sisters, I own a dalmatian, I would do anything for my family, I LOVE the sea, I couldn’t live without music, I have visited 3 different continents, I completed R01.
I joined Sapphire Financial Planning in August 2019. Prior to this I worked as the Financial Administrator for a Religious Order for 17 years managing all aspects of the finance and charitable reporting as well as managing their Priory & conference centre.
Returning to my roots in the financial sector felt natural. Within my current role, I work directly with our clients to arrange meetings and acquire any informaiton that is required either by our clients or their advisers. I work hard to ensure that our clients are regularly updated and arrange their regular reviews on time.
My early career was in Personal Banking managing all aspects of client accounts before becoming part of the Banks BS5750 quality accreditation team. Getting married and moving south gave me the opportunity to work in Treasury, having learned & covered all the desks I was then responsible for Reconciliations and Controls for accounts & systems. I was then seconded to be part of the Treasury Project team which oversaw YK2, the migration of the department from the city to rural Leicestershire and then developed and introduced a new Treasury Management system. Volunteering for redundancy I moved to the Voluntary/ Not for Profit Sector and became Business Manager for a Housing Co-operative who ran a Conference Centre to support themselves. Their Landlord – a Religious Order then recruited me as their Financial Administrator and the Housing Co-operative was re absorbed into the Charity as a project work. I was also a Trustee for a small Charitable trust we created as a funding engine for the Housing Co-operative.
Wealth Management for individuals was an area I had not worked in before and seemed interesting.
I enjoy travelling and have visited China, Australia and much of Europe.
I would call myself a reformed petrol head previously having enjoyed off road driving & riding motor bikes. I have undertaken major DIY projects including refurbishing a house in rural France. I enjoy gardening & visit historical houses. I am an avid reader enjoying biographies & histories.
My husband isn’t sure that I can resist the urge to build my own house one day!