The role of the administrators in our Ware financial planning team

Wednesday 15 November, 2017

Natalie Rispin and Jo Ross the administrators in the Ware financial planning team work with Ware independent financial adviser Allan Ross.  Allan began his financial career at Edward Jones in 2001, where he worked for nearly 9 years as a stockbroker. Allan and Natalie have worked together since 2005.   Jo Ross has been working as part of the Ware financial planning team since 2015. 

Natalie Rispin, administrator and member of the Ware financial planning team said:

‘When I arrive at work I look at my activities and tasks in Intelligent Office (IO) our workflow system for financial planning.  Much of my role involves calling clients for information, inputting client data and contacting providers.’  

Natalie is also involved in all new client enquiries and prepares the client service brochure, fact find and risk questionnaire for Allan Ross to take to the client meeting before he offers independent financial advice.  Natalie also prepares the client agreement.  Her role is to prepare all the paperwork ready for clients to sign, and then input all the signed client information into our IO database.

Natalie Rispin, administrator Ware financial planning team said:

‘I really enjoy my job as it is varied and I know many clients very well.  We have many long standing clients, many of them have been with us since before 2001.  They often come into the office to see us as they live close by in Ware, Hertford or Bishop Stortford.  I sometimes help clients complete the relevant financial planning forms which I enjoy.  We also have a good relationship with several local solicitors including Whiskers and Attwaters as Allan specialises in trust and estate planning client work’

Jo Ross is responsible for preparing information for client reviews.  When new clients join Lonsdale Wealth Management a client service schedule is agreed.  Jo will diarise the next client review meetings and liaise with the client to arrange the appointment.  Jo will run off client valuations and check the client fact find and risk questionnaire before Allan meets with the client.  Jo will work with Allan to provide the necessary valuations and financial information so Allan can prepare a client report following the meeting.  Natalie will review the meeting information and action any portfolio changes or invest new contributions.

Jo Ross, administrator and member of the Ware financial planning team said:

‘I have worked in the Ware financial planning team for two and a half years now assisting Allan and Natalie with existing clients and organising the information for client reviews.  I enjoy preparing the client review information as I can appreciate how important it is to regularly see our clients and make sure their Lifetime Financial Plan is on track to meet their future goals and objectives.’       

For more information on the Ware financial planning team read: Allan Ross, IFA Ware – Lonsdale sponsor Alzheimer’s Hertford carol concert, Allan Ross, IFA, Ware - Mitigating Inheritance Tax, Allan Ross, independent financial adviser Ware qualifies as a Dementia Friend, Introducing the Ware financial planning team

 

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