Sam joined the Beaufort Group in 2017 as Project Consultant. She is responsible for working with the compliance team, developing best practice administration capabilities to foster improved onboarding experiences for new joining firms. Along with assisting new firms, Sam also supports the existing firms in the Group with building clearly defined process for the advisers and helping to navigate the complexities of working in a heavily regulated industry.
Previously, she worked for Beaufort Financial Reading, as the Office Manager, where she provided support to the team within the business as well as the financial advisers. She worked her way from administrator to Office Manager within a year and built vital process guides, which have since been developed into the defined processes and practices and adopted across the Group.
Prior to working for Beaufort, she worked at AXA, including a senior administration role in income drawdown for pensions, where she was responsible for managing staff, maintaining their turn around times and overseeing their training and development. Whilst at AXA, she also held roles that saw her work across Complaints, IT development and the Family Sun Trust department.
Outside of work, you’ll either find Sam at a beach with a surfboard, if the weather is right or with her family and friends.
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