Bridget Harris

My role

As office manager I look after our paraplanning and administrative team ensuring the expectations of our clients are met in a timely and accurate manner. This means working closely with our operations director and other members of the management team.

I work alongside our human resources department assisting with employee requests and arrange our team social events.

Background

I have over twenty years’ experience in financial services, starting out as a pensions administrator in my Father’s firm, to a financial administrator, trainee paraplanner and then team leader. These roles and experiences have given me a firm grasp of many areas of the industry and all of the extra care that is required and given to clients.

What’s important to me

My family are important to me, especially my three grown up children and husband. I have two dogs who I enjoy walking in our lovely Countryside.

I also attend classes at the gym regularly, enjoy crocheting, cooking and eating food and socialising with friends.

Qualifications

I studied A-levels at The Minster School including English Literature, Performing Arts and Psychology. With regards to financial services, I have FP1 certificate.