Karen Wyeld

My role

I am the Admin Team Lead, working from our Nottingham Office. I oversee our administrative team and assist them with anything they need. I also provide support to our Financial Planners and Paraplanners, ensuring that all our client data is accurate, paperwork is received on time, and processing is promptly completed. I especially enjoy interacting with our clients, ensuring they receive the best possible, all-around service and feel safe working with us.

Background

I originally started my career working for a pension provider in the South, before moving up to Nottingham where I became a specialist in working with all sorts of pensions, large and small.

I worked closely with financial advisers and our clients, building solid relationships along the way. And over time I expanded my knowledge to include investments, another skill which is very useful for my role at Balance. I now enjoy working with such a friendly and experienced team that provides excellent service to our clients.

What’s important to me

My family is very important to me, but now that my two children are grown up, I have more time to spend with my husband or doing things for myself to relax.

I enjoy keeping fit when I can, watching or going to the movies and catching up with friends.  I enjoy travelling and aim to go skiing with the family most years.

Qualifications

I have a handful of qualifications relating specifically to financial services, including the Financial Planning Certificates and exams in Regulations and Ethics.