At Blue Tree Financial Planning, I lead a five-person team delivering financial advice implementation while personally managing implementation activity for 50+ clients across three financial advisers.
I support end-to-end SOA implementation, coordinating advice documentation, provider requirements, account and investment setup, and follow-up actions in line with adviser instructions. I also carry out ROA implementation, research, review-pack preparation and checking, file audits, and quality assurance.
I use AdviserLogic and ClickUp to support processing, workload coordination, and workflow improvement. I was peer-nominated for Star Employee of the Quarter.
