Punter Southall Aspire has appointed Kathy Paine as Retail Administration Manager to support the growth and development of its financial planning business.
Paine is an experienced financial services manager, with extensive project management skills. She joins from Huntswood, where she was a Team Leader. Prior to this role, she was Head of Support Services at Ascot Lloyd Financial Services, where her responsibilities included developing operating procedures, setting up new business processes and restructuring support functions, following mergers.
Paine’s experience in managing business processes following a merger or acquisition will be particularly valuable in her new role.
Punter Southall Aspire established its financial planning business in June 2018 and has achieved rapid growth through the acquisitions of financial advisory firms including Focus Oxford, JDP Financial Services and Coleman Financial Services.
Paine’s focus will be on supporting Peter Selby, Managing Director of Retail Advice and helping him integrate and embed the new firms – ensuring the change management processes and the migration of people, data, systems and administration are smoothly handled. Kathy will also support business development and its growth ambitions to become a national financial planning business.
Punter Southall Aspire offers a fully integrated financial advice service and investment administration platform for both employers and individuals with access to a SIPP, master trust, ISA and general investment account, as well as wealth management solutions and has a total of GBP593 million Assets Under Advice.
Paine says: “This a really exciting role for me. I will be building the processes and systems – the foundations of the business, ensuring advisers are supported and have the administration and technology in place to deliver the highest quality services for customers. Punter Southall Aspire is unlike other traditional financial planning businesses. It has a clear vision for how technology can transform financial services and offer better services and guidance for employees and individuals.”
Selby says: “Kathy has excellent experience in managing business processes and administration following acquisitions in financial advisory firms that will be of great value to us. We are delighted to have her on board. She will play a key role in embedding our systems and supporting the business as it continues to grow.”