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Lisa Hawkins
I have been working in the financial services profession for over 25 years and pride myself on keeping clients informed at all stages of their journey.
In my role as Client Relationship Manager, I support advisers with all aspects of administration and being the first point of contact for any client query. I work collaboratively across all departments to support the advisory team and ensure we deliver a first-class service.
I enjoy being part of a team that is client focussed, delivering the type of quality service I would want to receive personally if I was in need of advice. I love chatting to clients and finding out about their lives.
Clients are at the heart of everything we do and knowing I’ve played a part in them attaining their financial goals is all the job satisfaction I need.
What drives me?
I love chatting to clients and finding out about their lives.
Clients are at the heart of everything we do and knowing I’ve played a part in them attaining their financial goals is all the job satisfaction I need.
I am married to Leigh; we have two teenage boys that enjoy all things sport so most weekends you’ll see me at the side lines spurring them on or our beloved Leeds United. I also enjoy long walks with my two dogs, Riley and Rocket.
My Qualifications
- CII Award in Financial Administration
How I can help you
- I ensure client annual review meetings are set up and scheduled with advisers.
- I keep clients updated on any transactional business, working with their adviser.
- I proactively call clients to check if there's anything they need.
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.