Balance: Wealth Planning continue expansion with three new recruits
Balance: Wealth Planning Ltd, a financial planning business based at Riverside Chambers, have welcomed onboard three new employees to their teams in Nottingham and Derby. The firm continues to expand with plans to recruit a further two senior administrators.
Krupesh Kotecha and Jane Chapman have both joined the team as Financial Planners, with Krupesh being based in Nottingham and Jane predominately being based in Derby. Laura Dean becomes the new Operations Manager.
Krupesh and Jane bring many years of experience with them and with such a wide range of experience in the financial sector, they bring a new and exciting dynamic to the team.
Laura’s role is predominately to support the whole team, organising workflows and processes. Laura has previous experience as a Financial Planner which provides the team with invaluable support on all steps of the financial planning journey.
Managing Director, Rebecca Aldridge, commented on the new recruits:
“I am so pleased to be welcoming Krupesh, Jane and Laura to our team. It has been part of our strategic plan to grow the team in this way and with their enormous passion for holistic financial planning, I know we will work well together”.
Balance are still actively recruiting for two senior administrators, one to operate from the Nottingham office and the other from Derby. If anyone is interested or would like to find out further details, please visit www.balancewealth.uk/join-us.
Jane, Krupesh and Laura, the new recruits at Balance: Wealth Planning