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Lisa Hawkins

I have been working in the Financial Services profession for 25 years+ and pride myself on keeping clients informed at all stages of their journey.

In my role as Client Delivery Team Leader, I support advisers with all aspects of administration and being the first point of contact for any client query. In addition, I also train and mentor new members of the Client Delivery team.

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.

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 2 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 2 dogs, Riley and Rocket.
 

My Qualifications

  • CII Award in Financial Administration 

How I can help you

  • Ensuring clients have their annual review meetings with advisers.
  • Keep clients updated on any transactional business.
  • Proactive calls – check if there’s anything clients need.

Meet our specialists

We have a number of specialists that support TPO in the delivery of your advice 

View all our specialists