A leading Cumbrian financial services firm has appointed a new senior operations manager.
Lynn Craig has joined David Allen Financial Services.
Lynn joins the team following 26 years working for Scottish Widows in Edinburgh.
In her previous roles she was involved in the implementation and roll out of various advice projects including a direct to customer protection offering. Lynn was also heavily involved in workplace pensions.
Having managed various customer service areas, Lynn was able to use her knowledge and skills to manage and develop the financial advice telephony service.
Steve Balmer, managing director of David Allen Financial Services, said: “This is a fantastic appointment for our business and illustrates our desire to constantly improve the service we offer both our existing and new clients looking for advice.
“Lynn brings with her a proven track record of enhancing the customer experience, and will be working with the team here to improve how we do things in general, but also how we develop our staff to achieve their career goals”
“Lynn was attracted to our forward-thinking attitude and passion to improve how we engage with our clients and develop our staff.
“She will be integral in future proofing our business; I am absolutely delighted to be working with her to implement our ideas”
Lynn said: “This is a fantastic time to join a well-established and fast-growing business.
“With my experience over the years it is exciting to be able to build on the great things in place and bring new ideas and ways of working to life.
“This is a great opportunity to shape our service and provide excellent financial advice when our clients need it most.”
