About Me
Hi, I’m Charlie, a Client Servicing Administrator at Baggette + Co. Wealth Management. My role involves supporting both our clients and advisers by handling a wide range of day-to-day administrative tasks. This includes responding to client enquiries, scheduling appointments, preparing documentation, maintaining accurate records, and helping ensure everything runs smoothly behind the scenes. I’m committed to providing excellent client service and supporting the delivery of a positive experience for every client.
My Professional Background
After completing my A-levels, I knew I wanted to build a career in the financial sector. I started out as a part-time Bookkeeper before progressing to a Finance Assistant role, where I gained valuable experience and developed my knowledge of the industry. Joining Baggette + Co. as a Client Servicing Administrator has given me the opportunity to continue developing my skills, with the long-term goal of becoming an Independent Financial Adviser.
What Drives Me in My Role
What drives me in my role as a Client Servicing Administrator is wanting to make a difference to the team and become someone people can rely on. I’m motivated by building trust through clear communication, attention to detail, and a proactive approach to solving problems.
Most importantly, I’m eager to keep learning and developing at Baggette + Co. so that I can gain new qualifications and work towards my aspiration of becoming an Independent Financial Adviser. The culture at Baggette + Co. provides an amazing environment to learn and grow.
Life Outside of Work
Outside of work, I enjoy coastal walks, from an evening stroll at Sandbanks to heading over to Hengistbury Head in Christchurch to watch the sunset.
I also enjoy staying active by going to the gym and playing football. Keeping active helps me feel my best, and you’ll often find me watching football at the weekends with my friends and family.
Another big passion of mine is travelling with my friends and family, both in the UK and abroad. I love exploring new places and spending quality time with the people closest to me.