Who does what in our business? Like most websites, we have a ‘Meet the team‘ page, which tells you a bit about each of our team members. But in this news feature, ‘Three minutes with…’ we delve into their lives a little bit further – both inside and outside the office.
You have already met Jacky, our Operations Manager. Next up is Warren Dunn, our Senior PFP Administrator.
Tell us what you do in one sentence
Personal financial planning administration and accounts.
What does a typical work day look like for you?
I arrive at around 8.45am and leave at 5pm. My main tasks are mortgage processing, new business submissions, accounting reconciliation and invoice raising and client investment reviews.
Describe Generation Financial Services in three words
Friendly, professional and relaxed.
If you’re not working, where can you usually be found?
Playing golf and spending time with my family.
What’s the best way of getting in touch with you?
Email – firstname.lastname@example.org