Kathryn Duffield
My role is to provide support to a Senior Manager. My day-to-day tasks include client support, paraplanning, technical support, product training and project work. I am also responsible for arranging monthly PDMs for advisers and taking minutes. On the HR side, I run the payroll, auto enrolment scheme and Group DIS Scheme.
After completing a secretarial course at college, I worked as Secretary to a Regional Manager of a corporate food services company.
I have been working in the financial services sector since 1996, after returning from maternity leave, when I joined a small IFA company in the West Midlands. There, I worked my way up from general administration to Office Manager and started studying for my CII exams.
Following my relocation to West Sussex in 2002, I worked for a number of IFA businesses covering a wide variety of aspects of financial services and obtained CII Diploma in Financial Services, Mortgages and Equity Release.
Since joining Antrams, I have worked in several support roles, with tasks including Gabriel/Reg data report, PI renewal, FCA fees and levies, updating Connect, and implementing SM&CR.
Outside of work, I enjoy walking, gardening, theatre, concerts, eating out and spending time with family and friends.
- 2017 to present: Antrams (now Pembroke) Financial Services LLP
- 2014 to 2017: Senior Paraplanner, Saltus Investment Managers
- 2008 to 2014: Office Manager, Agora Asset Management
- 2002 to 2008: Office Manager, City Gates Financial Consultants
I would like to introduce you to my cousin, who I have included on this email. She is looking for someone to support her with setting up a pension/ financial advice… basically the same kind of service you offer me. Pembroke Financial has been fantastic to me over the years, so I recommended you.
I have always found Pembroke friendly and efficient.
I’d like to take this opportunity to thank you for the personal and professional service which is much appreciated.
Trustworthy, reliable, prompt and totally honest! I will only ever use these guys for my business, they are simply Awesome!
Would highly recommend. A very efficient team always ready to help and answer any questions.