Zoe Franklin

Contact Zoe

01332 492126

Riverside Chambers, Full Street, Derby DE1 3AF

Meet the team

Enthusiastic, knowledgeable, and committed to making a difference.

View more of our team

My Role

My role is to provide administrative support to the Directors as part of an overall financial planning service to prospective and existing clients. I also provide support to the Directors in managing tasks, updating systems and communicating with our clients

I make sure everything here in the Derby office is looked after and kept in order and that we have everything we need to keep everything running as smoothly as possible.

Background

I was a driving Instructor back in my home town of Portsmouth for 10 years, I then worked for Home Start and Barnardo’s for three years supporting families in need, such challenging work but so rewarding. I moved to Derby last year and I am now very lucky to be working with a great team who all have a fantastic work ethic and support each other to be the best we can be for our clients.

What’s important to me

I strive to be the best person I can be, I love to help people and solve problems, at work and at home. I am always on the go finding ways to do this. I am a very organised person and thrive on organising and planning things. Or just being bossy as my colleagues and kids may say!

I have three children who are all heavily involved in a local music group, so most of our free time is spent at practise sessions and gigs.

Qualifications

I am studying for the Diploma in Financial Planning; the benchmark in the financial planning world.