Kinga Kovacs

Adviser Coordinator @Equilibrium Financial Planning

Handforth, GB

1.Pipeline Management: MI production and regular ongoing monitoring of the adviser pipeline to ensure proactive management of the business and system is up to date, MTM production2.Support Head of Adviser: diary management, internal,(external) meeting prep, presentation prep, follow up actions 3.Support the Advisers: To be gatekeeper and advocate for the advisers across the board, liaise with other departments, clear communication from/to the advisers4.Meetings: set up team meetings, away days, set agenda and take minutes, follow up actions.5.Maintaining deadlines: make sure advisers are completing tasks, support with admin and update, monitor regularly with use of dashboard 6.Regular process and procedure review, improvements to ensure efficient performance of the team7.Stakeholder management and comms across other teams8.Networking and building great relationships with wider team and stakeholders socials and team get togethers

LIBF

Level 3 Certificate in Mortgage Advice and Practice

University of Veszprém, Faculty of Teacher Training

MA, English Grammar and Literature

Birkbeck, University of London

1 (Hons) BA, French and Management

London College of Fashion

Essential Guide to the Fashion Business Starting a Fashion Retail Business