Lucy Cameron

Background

About Lucy Cameron

I’m an industrious and experienced Senior Financial Planning Administrator, having worked with different Financial Planning firms throughout my years in the industry. I pride myself on my meticulousness and relentless attention to detail, and continue to develop my transferable administrative skills including project management, time management, team leading, Microsoft office specialist and much more. My focus is on maintaining client relationships and ensuring they feel they can trust me as their first point of contact. I help with day to day paraplanning and more technical work where I can. I’m a huge geek for tech and love seeing how this can benefit my work and career in Financial Planning. I’ve recently been discovering my drive for Operations and Business Management in my day to day role, and feel really excited to be focusing on how I can grow alongside Life Matters thriving as an ever-expanding Dorset business!