Sam’s role involves…
Sam supports the advisers with all aspects of administration, including preparing client reviews and correspondence, dealing with client queries, gathering data on clients’ plans, maintaining files and helping wherever needed.
What is the best thing about working at MW-FS?
The people and culture.
When Sam’s relaxing
Away from the office, Sam likes to spend time with family and friends, learning new skills and expanding on his knowledge of financial advice, visiting new places and countries, training in the gym and taking the dogs for a walk.