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Posts matching 'Team Spotlight'

Spotlight On… Trevor Philips – Financial Adviser at Grand Cayman Office

How / why did you get into your line of work in the financial services sector? My career in financial services began in 1996, practically right out of university in the area of insurance sales.  It wasn’t my first choice, really, but my Dad encouraged me, he being in insurance brokerage.  At first, I dreaded […]

Spotlight On … Andrew Gibson – Financial Adviser at Costa Blanca Office

How / why did you get into your line of work in the financial services sector?  I saw the impact of what not having life insurance does to a family. It made sense to me to become a financial adviser as this occupation had come up a few times at career meetings.   I always wanted […]

Spotlight On … Aimee Speight – Head of Marketing

Aimee SpeightHow / why did you get into your line of work in the financial services sector?

I’ll hold my hands up and say I was something of an… unlikely candidate for a brokerage at face value, with a diverse back-catalogue of PR clients from sparkling wine and mobile payment apps, to granola and bingo – plus, something of a cavalier attitude towards my pension, for which even the most benevolent financial adviser would send me to the naughty step.

Spotlight On … Robert Mancera – Group Director

Robert ManceraHow / why did you get into your line of work in the financial services sector?

I had a little help from the Head of Year at the school I was at; he suggested that if I didn’t get good grades I should look for a job – so I spent the summer looking for work as a backup and got offered a position with Barclays International Bank; and got great exam results – the rest though is history as they say.

Spotlight on … Luke Hunt – Associate Director

Luke HuntHow / why did you get into your line of work in the financial services sector?

Back in 2007, I was looking for a new challenge and saw an advertisement for a trainee financial advisor role in Kuala Lumpur, Malaysia. Without informing my family or even my girlfriend at the time, I applied and a couple of interviews later and I was offered the job. I flew out there with my girlfriend and ultimately it turned into a lifechanging 5 years. Here I am still doing the job I love 14 years later!

Spotlight On … Keith Littlewood – Regional Manager Costa Calida

Keith LittlewoodHow / why did you get into your line of work in the financial services sector?

In 1988 a financial adviser from Refuge Assurance encouraged me to start saving money as I had just begun a new job. I said I would like to do what he was doing, so he got me an interview and 34 years later here I am still doing the same thing – helping people with their money.

Spotlight On … Cianon Yeo – Receptionist

Cianon YeoWhat is the most important aspect of your work, in relation to clients, or the part of your day-to-day role which gives you the most satisfaction?

I don’t have direct contact with clients unless they visit head office, and that’s become far less frequent over the last 18 months – I suppose the head office team are my clients and it’s my job to support them. As office receptionist my role has changed a lot since more of the day to day business interactions are taking place online and not face to face. But I keep busy by helping everyone in the office in whatever way I can, even if that’s just keeping them supplied with coffee! I get real satisfaction from being part of a team and knowing that I can help to ease someone else’s workload and make their day a little bit better.

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