Gemma Gray

Client Manager

Gemma has worked in financial services since 2016. Her role varies on a day-to-day basis, but she primarily supports the financial advisers by liaising with numerous providers on behalf of the adviser, to collate information in preparation for the adviser to complete client’s annual reviews.

Gemma also prepares pension and investment summaries, ready for the adviser to review prior to presenting their recommendations to the client. Gemma is on hand to process any new business for both existing and new clients, whether this is fund switches within their existing investments or wanting to invest new money following recent advice they receive from the advisers. She also liaises with clients on behalf of the adviser and answers queries when clients phone the office.

As well as the day-to-day duties, Gemma enjoys catching up with her colleagues at the office, working as part of a team to support and help where needed, and of course the social aspect of the finance industry and team events.

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