Gemma joined Baker Davies in October 2010 and quickly slotted in to her new role as Client Account Manager.
"My previous job involved similar activities for another IFA firm and as I am familiar with 1st, the back office system we use, I didn't need much training."
Gemma did a year of secretarial studies at college, then a two year BTEC GNVQ course in Business, Finance and Law, before starting her first job in customer services with Liverpool Victoria. She then moved into Financial Services before progressing on to work for IFA firms. She has FPC1 & 2 and would like to continue her studies working towards her Diploma in Financial Services.
What do you enjoy about working in financial services?
I have always enjoyed working in a customer service role as I enjoy talking to clients and helping with their enquiries.
Hobbies and interests
"I live with my husband Chris and our dog Suzie, and at the weekends Chris's little boy lives with us too. I love special occasions as I'm a keen baker and love a good reason to bake a cake or host a little tea party.''