Anne Manning

As the Administrator at Proposito, my role covers a multitude of tasks.  The most enjoyable part of this for me is ensuring that our clients receive a warm welcome, whether this is on the telephone, in person or via email.

I take a lot of pride in being the first point of contact for our clients to help them with their queries and transactions, whilst providing a polite and professional service.

Among, my other administration tasks I arrange meetings, complete meeting preparations, carry out CRM database work and prepare our monthly Newsletter.

I have worked within Financial Services for nearly 30 years and during my career I have worked with many different Financial Advisers, and this has given me a large amount of administration experience. It is a pleasure to work with Huw and our friendly team ensuring client satisfaction is at the heart of this.