Client Liaison and Marketing Manager
Vicki joined us in 2015 as a paraplanner and has recently made the move to become our Client Liaison and Marketing Manager. As the company has grown in size over the last couple of years and legislation has become stricter, it has become more important for us to have a dedicated marketing team. Vicki heads up this team from our Oakham office working closely with the advisers and Rosie to ensure that all client records are maintained, client review meetings are booked, and clients are updated on their valuations on a regular basis. Vicki has excellent organisational skills which have been put to great use in organising our recent seminars.
Vicki is a vital part of the Smith Eliot team bringing many years of financial services experience with her. Vicki and her husband Simon, also offer great support for our charity and client events ensuring they run as smoothly as possible.