Administration Team

Client Services

To ensure our clients’ needs are met in an efficient and timely manner, we utilise an administration resource to supplement our existing team of Financial Planners and Client Services Executives.

By listening to client feedback, we understand that unlimited access and communication with our team is a priority that delivers customer service. This flexible resource ensures the team have the required support around them, so they can strive to exceed client expectations and complete any tasks in a timely manner.

Leading the team with over 25 years experience in Financial Services, is Rachel Kieswetter. Rachel started her career as a Customer Service Officer for Yorkshire Bank in 1997. Most recently, as the founder of MoreThan BackOffice, she works with a team of experts providing outsourced Administration & Operations solutions for Financial Services businesses.