Dani brings over 9 years’ of industry experience to the Finura team, whom she has known for many years having worked with the Directors and a number of the other advisers at a previous advisory firm before Finura was founded.
As Operations & Experience Manager, Dani works with the Operations Director looking at our systems and processes, constantly scrutinising to ensure that we are the most efficient we can be. Dani is also responsible for the upkeep of corporate collateral, managing the internal SharePoint system, ensuring best use of our CRM and Wealth Platform as well as being responsible for the company MI and KPI information.
Other key responsibilities include recruitment, onboarding, HR administration and ensuring that the team has the necessary infrastructure and support to carry out their role in the best way possible.
Dani is a lover of all genres of music. In her words: “There’s always music in my house!”