Emma is the administrator at Beaufort Financial Forth Valley and will normally be your first point of contact as she answers the phone and greets clients on arrival at the office. She is also responsible for daily administration duties, arranging meetings, and working alongside the team in a supporting role. Just as importantly, she makes the best tea & coffee!
Emma has recently embarked on her professional journey as a trainee paraplanner.
In her own words
“As I am usually the first point of contact for clients, it is vital that I am an ambassador for the company and greet clients in the professional, friendly manner they have come to expect from the company. I also support the rest of the team with administrative duties, such as collecting information from product providers about existing plans, processing new business & booking appointments.”
Accreditations and memberships
- Member of the CII
Away from the office
Emma completed 4 years at the University of Aberdeen and graduated successfully with a degree in law. In her spare time she enjoys socialising with her friends & family, going out for dinner & occasional trips to the pub.
Emma is the youngest daughter of our 2 directors, Douglas and Tracey.
