0151 559 1332 plus@sjpp.co.uk

Meet the Team – Kelly Daniels – Partner Relationship Manager

by | Dec 20, 2018 | Featured | 0 comments

Each month, we take a different member of the PLUS team for a coffee and ask them a few questions. In our first “Meet the Team” we speak to Kelly Daniels who is our Partner Relationship Manager.

 

Location: Moose Coffee, Dale Street, Liverpool

 

Kelly, thank you for taking the time out of your day, first and foremost, what would you like to drink?

It’s always good to get out of the office in a more casual environment. Although saying that, our office is extremely relaxed.  I’ll have a flat white, please.

I’m glad you said that, it’s something Scott & I  have always tried to achieve; a relaxed yet professional environment. Anyway, I know you’ve got a conference call booked in, so let’s get straight to it!

Fire away!

 

What is your name, job title and your favourite quote?

 

My name is Kelly Daniels, I am the Partner Relationship Manager at PLUS and my favourite quote is “You only live once, but if you do it right, once is enough”

Great quote. We should stick that on the office wall!

 

What does your role entail on a weekly basis?

 

Whilst I am new to this role, I have spent the past few months getting my house in order. With such a vast and varying client bank, it’s taken me and the rest of the team a while to go through and re-design our servicing strategy. As we have grown, one of the areas that failed to keep up, was our own client servicing, and it is my job to ensure that going forward, we maintain regular contact with Partners, Advisers and Support Staff that utilise our services.

You’re completely right and something we have been mindful of for some time.

 

What would you say are your credentials/past experience, for working in your position?

 

Having been part of PLUS since the beginning, I’ve got a really good understanding of how most areas of the business operates, which puts me in a great position for the role I do. Prior to joining PLUS, I was a relationship manager for a large Insurance Company where I looked after over 1,000 accounts.

I’m sure most Partners will still know you as Kelly from Accounts who sends them their monthly invoice!

Haha! You’re probably right!

 

What do you enjoy about the work you do? 

 

I really enjoy the communication I have with Partners and Advisers. Whilst it is always great to hear about the excellent work our company does for our clients, it’s always extremely beneficial to listen and to find out how we can improve and then implement those changes.

Getting feedback is paramount to the success of our business and we’re pleased you and the team are able to actively obtain this in your new role.

 

What book are you currently reading?

 

At the moment, I’m currently reading “The Chimp Paradox by Professor Steve Peters”. The human brain is a wonderful and complex thing and I’d highly recommend reading this book if you’re interested in understanding how it works!

I’ve read it! It’s in my top 5 personal development books, I’ve recommended it to a number of people already. I’ve got a few more questions but I’m conscious of the time, so I’ll cut to the last one.

 

What do you enjoy doing when you’re not in work?

 

That’s the easiest question so far, I love spending time with my family and being a mum, especially during the Christmas period. Besides being a mum, I love interior design.

Kelly, thank you so much for your time, that’s the questioning done for at least 12 months! I hope you’re not late for your conference call.

A day in the life of…

Jonathan Maskell - Administration Team Manager This month we asked Jonathan Maskell to describe a typical day for him as the Manager of the Administration Team.  Our Administration Team specialise in sending Letters of Authority and gathering provider information....

Professional Adviser Awards 2019 – PLUS Group are in the Final!

PLUS Group has been listed as a Finalist in the category of Best Support Services for Advisers at the 2019 Professional Adviser Awards and Scott Daniels today also announced that he has been nominated for honours in the category of Best Paraplanner. Now in their 14th...

Are you looking for job as Paraplanner in St. James’s Place Wealth Management?

Are you looking for job as Paraplanner in St. James’s Place Wealth Management?  As a preferred provider of paraplanning support to SJP, PLUS Group are always looking to add quality and experienced Paraplanners to our team.  Consisting of more than 35...

SJP Paraplanner providing Paraplanning Support across the UK

 Are you looking for an SJP Paraplanner providing Paraplanning Support? If you are looking for a St. James’s Place Wealth Management experienced Paraplanner and are based in or around the various SJP locations, PLUS Group are here to help. As experienced...

SJP Paraplanner providing Paraplanning Support in Leeds

 Are you looking for an SJP Paraplanner providing Paraplanning Support in Leeds? If you are looking for a St. James’s Place Wealth Management experienced Paraplanner and are based in or around the SJP Leeds location, PLUS Group are here to help. As...

Meet the Team – Kelly Daniels – Partner Relationship Manager

In our first “Meet the Team” we speak to Kelly Daniels who is our Partner Relationship Manager.

We’ve completed our 10,000th Suitability Report!

We are proud to announce that on the 3rd December 2018, one of the PLUS team completed our 10,000th suitability report for an SJP Partner.

We turned 5!

On 1st October 2018, PLUS turned 5 and we couldn’t have done it without the help and support of SJP Partners, their Support Staff and SJP Management.