Alison joined Progeny in January 2019 as a Wealth Administrator. Her role includes preparing Annual Review meeting packs, obtaining financial illustrations, completing application forms, and liaising with advisers, product providers and clients. On top of these responsibilities, Alison has also taken on an additional Mentor role, supporting new team members.
Alison has gone through a dynamic career change, moving away from her previous role as a Special Educational Needs teacher and Fundraiser for Kingsland School in Stanley, West Yorkshire.
Her proudest achievement during her time at Kingsland School was project-managing a ‘Shelter Build’, which enabled all pupils to access the Woodland area of the school. She coordinated volunteers along with friends and family to bring the project to fruition.
Alison is nothing but persistent in her quest to improve the lives of others, and is always on the lookout for more ways in which she can do this in her role at Progeny.