Partner Services Executive
Katrina joined the Beaufort Group in 2015 as a Quality Assurance Specialist. In the last two years her role led to her transitioning into Paraplanning where she was nominated for the Professional Adviser ‘Paraplanner of the year award 2018’ and more recently, moving into her current role of Partner Services Executive.
In the Partner Services team, Katrina’s main responsibilities include fostering improved communication with all advisers, as well as building and maintaining the structure for delivery and reporting of additional service propositions to our Partner firms.
Katrina has worked in Financial Services industry for the last seven years working at the multi-award-winning Foster Denovo in London as a Private Client Executive providing client administration support to multiple advisers.
When not working, Katrina is with her family and step-daughter and caring for her large range of animals. Animals are her true passion and she loves all nature and wildlife, whether it be by way of photography or just appreciation.
Address: Kingsgate, High Street, Redhill, RH1 1SH
Phone: 0345 241 5347