Julie Morris - Client Relationship Administrator

My name is Julie, I joined Prosperity in January 2016. I previously worked within Financial Services in an administration-based role. Before changing my career path to the financial industry, I worked for eight years as the Events and Community Fundraiser for a Fareham-based charity.

At Prosperity, I am first point of contact for all Head Office queries. My primary role is to be there for our clients and our advisers, to help you with any enquiries. I am also part of our Case Administration team, dealing with day-to-day administration. I am looking forward to developing my role at Prosperity, providing a first class service to our existing and all future clients.

On a personal note, I am married to Phil and have two grown up children who have already left the nest so I am enjoying a lot more “me” time.  In my spare time, I like to walk either around the woods and fields where I live or along the coast at Lee-on-Solent.  I also enjoy cooking and watching any programme about cooking.

 

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