Experience

Clever

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Business Relationship Manager

  • May 2014 - Present

  Heather visits our IFAs, gaining an understanding of how their business works alongside Clever and supporting them in making sure they have the best possible processes in place. Additionally, she informs them of new developments within Clever. She carries out indepth training of how to use the process and how best to present the system to the IFAs’ clients.Having previously been Office Manager for Helm Godfrey (Chester), Heather has an indepth understanding of the Clever process and how to integrate it into an IFA’s business.Heather is a key member of the Management Team offering a friendly and focussed support on training, implementation and ongoing expert advice. Show less

• Training & Support

  • Aug 2009 - Apr 2014



Helm Godfrey

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Office Manager

  • Jun 2006 - Nov 2010



Guildhall School of Music & Drama

• United Kingdom
• Performing Arts
• 200 - 300 Employee

• PA and IT Support

  • Mar 2001 - Oct 2004