Fran joined Magus in May 2016, having worked in the financial services industry since 1992. Her experience includes roles as an adviser, administration manager, para-planner and pension transfer specialist. Her financial expertise focuses on pensions, both corporate and individual, together with her wealth of knowledge of employee benefit arrangements.
Fran holds the Diploma in Financial Planning, the Pensions Management Institute Certificate in Trustee Pensions Knowledge and is a member of the Personal Finance Society. Her next goal is to become Chartered, which is only one exam away.
Fran’s main responsibilities are working with the Financial Planners to assist them with research and reports and assisting clients with any ‘non advisory’ queries. Fran also works with employers to assist with their employee benefit arrangements, and as such has helped a lot of employers meet their legal duties with regards to automatic enrolment.
“It takes a little time to settle into a new role and company, but Magus has made me feel very welcome. I am enjoying being part of the ‘Magus Family’ and working in a team which is client focused”.
When not thinking about Pensions, Fran likes to travel, run and go to the gym. She completed the London Marathon in 2010, raising money for a worthwhile charity.
“Apart from having to run 26.2 miles it was the best day, supported by family, friends and most of London”.