Megan McCarthy

• Benchmarking, pricing and products
• Inputting results into spreadsheets
• Updating competitor lists
• General admin.

• Benchmarking, pricing and products
• Inputting results into spreadsheets
• Updating competitor lists
• General admin.

• Customer inductions/ meet and greets
• Gym floor maintenance/ cleaning
• Admin duties - files
• Outreach/ marketing/ flyers
• Personal training studies/ qualification.

•Collaborate closely with the paraplanning team and Financial Advisers to facilitate the preparation of

accurate and compliant financial plans and reports.

• Assist in the coordination of client meetings, ensuring all relevant documentation and materials are

prepared and organized.

• Support the preparation of detailed financial reports, investment recommendations, and other essential

documents.

• Confidently communicate with clients over the phone, addressing inquiries, scheduling appointments,

and providing general assistance as needed.

• Maintain accurate and up-to-date client records, ensuring compliance with regulatory standards and

internal protocols.