Every month, we share some highlights of what’s been happening in and around KBA. This month, we’ve been busy hiring new talent. We’re delighted to introduce you to our three new team members…
Meet Hannah Needham, our new junior adviser
What is your job title and who do you work alongside?
My job title is trainee adviser. I’m currently working alongside all of the administration and paraplanning team and report to Beccy Brooks.
What were you doing before you joined KBA Financial?
I worked for The Openwork Partnership as an adoption consultant, helping financial planners, paraplanners, and administrators across the North West make the most of a new customer relationship management (CRM) system, built by The Openwork Partnership, called ConcertHub.
And I’m helping KBA with ConcertHub as part of my new role!
Can you tell us a bit about your new role?
Eventually, I will be working as a financial planner, but I am currently on a 12-month training programme.
I’ll be working in different areas of the business from writing letters to providers and to clients, to learning the technical detail of building a financial report alongside other advisers.
I will also be shadowing KBA advisers when they speak to their clients, so that I learn from the experts and know the best way to treat my own clients in the future.
How was your first day at KBA Financial?
I was very nervous and arrived 45 minutes early! But the whole team settled me in and showed me how everything worked, from the photocopier to where the kitchen is. I felt very welcome and ready to crack on to help our clients.
So far, what do you enjoy most about your new role?
I’m really enjoying learning all the different processes. Most of all, I am really enjoying getting to know our clients and understanding what they want and need.
I also work with the loveliest group of people, which makes every day enjoyable.
What are you looking forward to in the coming months?
Attending meetings with our advisers and watching them work, seeing what they do for our clients to set up them up for their financial futures, and getting to know the full process like the back of my hand!
Meet Fin Cottam, our newest customer consultant at our Greater Manchester office
What is your job title and who do you work alongside?
Customer consultant, working alongside Leyna Shuter, Anne Green, and Emma Hull.
What were you doing before you joined KBA Financial?
I have experience within different industries. Before KBA, I lived in Australia and was working for the country’s largest pension provider.
Can you tell us a bit about your new role?
I help customers manage their Yorkshire Building Society accounts and provide any additional support or guidance where necessary.
How was your first day at KBA Financial?
It was good to meet the team and get set up on the systems. My colleagues were very helpful and supportive and made me feel welcome.
So far, what do you enjoy most about your new role?
Interacting with customers and being able to assist them with what they want and need.
What are you looking forward to in the coming months?
Expanding my knowledge further so I can assist more customers with their needs.
Meet Courtney Collings, our new customer consultant at our Cheshire office
What is your job title and who do you work alongside?
My job title is customer consultant and I work alongside Emma and Mandy. My manager is Cheryl. Everyone is lovely!
What were you doing before you joined KBA Financial?
Before coming to KBA, I worked onboard cruise ships coordinating the sports and adrenaline activities. It was a very hands-on job.
Can you tell us a bit about your new role?
This role is a new challenge for me, having never worked in the finance industry before, but it is one I am happy to rise to!
It involves a lot of face-to-face with customers and working with many online systems.
How was your first day at KBA Financial?
My first day went really smoothly, despite my nerves. It mostly involved meeting the team and completing the mandatory online training.
So far, what do you enjoy most about your new role?
The new challenges the role is providing, and the opportunities to learn new skills.
What are you looking forward to in the coming months?
I am most looking forward to becoming confident in my current role and exploring any development opportunities available to me.
