Samantha S.

Client Servicing Administrator at Morrinson Wealth

Samantha S. currently serves as the Client Delivery Lead at Succession Wealth, a position held from October 2023 to March 2024. Prior to this role, Samantha S. was a Client Servicing Administrator at St. James’s Place from October 2021 to October 2023 and worked as a Financial Administrator at CMS Wealth Ltd for a brief period in 2021. From September 2018 to April 2021, Samantha S. advanced through positions at interactive investor, starting as a Customer Service Associate and progressing to a Senior Customer Service Associate. Earlier experience includes serving as a Senior Sales Consultant at The Body Shop from July 2015 to July 2017. Samantha S. is pursuing a Bachelor's degree in Business Management at The Open University, expected to complete in October 2024, and holds a Diploma in Public Services from Aylesbury College, obtained in 2014.

Location

Beaconsfield, United Kingdom

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Morrinson Wealth

Morrinson Wealth expertise in retirement planning, wealth management, investment planning, and legal services with advice.


Employees

51-200

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