Francesca Louise Marrison

Background

About Francesca Louise Marrison

Are You Looking for an Award-Winning Transparent Financial Adviser? I am an administration professional who is responsible for the administration department here at SJB. My skills are in customer relations, time management and social media. I use these skills to liaise with my team, our Financial Advisers, Management and product providers. Educating my admin team on the required processes for certain tasks is of key importance to me as this ensures SJB stay ahead of the curve when it comes to the regulations surrounding cross-border Financial Advice for British and American expats. SJB have been at the forefront of bringing a Fee-based Financial Advice Model to the Expat Financial Services Industry which in turn has been revolutionary in providing clients transparent, cost-effective advice. My experience as an administrator has allowed me to develop strategies for preserving the integrity of SJB. My responsibility at SJB is to oversee and manage both the entire admin department and admin processes. I am here to make sure that any changes in legislation or regulation are implemented into our admin process. We are proud of the culture we have formed at SJB, built off key values such as integrity, transparency and trust. Our company slogan and ethos "Striving for a better world" is what has ultimately lead to us winning the following 3 awards over the last 2 years - Best adviser firm established in under 3 years '20 - Excellence in digital innovation '21 - Excellence in professional development '21 Website: Visit us at Visit us at Email Address: francesca.marrison@sjb-global.com francesca.marrison.sjb-us@blacktowerus.com Contact SIPP | QROPS | Retirement Plans | IHT | UK Pensions | ETF