Lizzie

“Before joining PKF Francis Clark I didn’t really know what I wanted to do. I was a travel agent and then a teacher, which I decided wasn’t the job for me. I started here as a temp on Reception before going for a role with Francis Clark Financial Planning and I have just celebrated my 10 year anniversary here!

I’m a Client Liaison, a role that is all about managing relationships and multi-tasking. I do things like diary management, packaging reports and communicating with clients and other internal teams. I enjoy interacting with our clients and supporting our Financial Planners, we work closely together to deliver a great service to our clients. The team is great. I enjoy working with everyone.

I’m encouraged to take my career where I want it to go. There are plenty of opportunities, anything from moving into another team to training as a Financial Planner. We’re encouraged to take exams and financially supported to do so, if that’s what you want to do.

Francis Clark Financial Planning is growing so the new roles are always being created. I feel like I’ve found what I want to do now, it’s great to know I’m helping people to be secure in their future.”