For the latest Abacus Wealth Services staff profile, we speak to administration manager Sharon Kiszka about her role within the company, the professional satisfaction she receives from helping clients and her busy family life away from work.
How long have you worked for Abacus Wealth Services and what are the main responsibilities in your role?
I joined in 2017 and work as the administration manager, which means I look after the admin team, processing new business for clients and dealing with client enquiries. We provide the link between the clients and the advisers. With new business enquiries, we handle the requests for information from their existing providers, if they have investments held elsewhere.
What is your approach to dealing with Abacus clients?
We treat every client as an individual who is entitled to the best level of service. We understand the importance they place upon their finances so we ensure they are treated with courtesy and confidentiality every time. Money is a private subject so even though we have clients with different levels of investment, the level of service we provide is the same.
What jobs did you have before you joined Abacus?
I started out working in financial services in 1996, working with large brands in the West Midlands where I was responsible for large teams before going on to work for an independent firm of financial advisers as a practice manager. Having achieved financial planning certificates along the way I have seen how the sector has changed. I am currently doing my accreditation courses for St. James’s Place Wealth Management plc.
What do you enjoy about working for Abacus?
There is a lot of compliance to follow but we understand the need as we are here to help people grasp their financial options. People often do not realise how much they need financial security until it becomes urgent. Whatever their situation, it is pleasing to know you have done a good job for someone who needed help. There are some clients who really do not know their options until they get advice. We have some lovely clients who we have built strong relationships with, as the admin team become trusted contacts and the link with the advisers.
What is the best bit of advice you would give somebody starting at Abacus?
Anyone working with our business soon finds that you need to be adaptable. Financial services can change in a day so you must embrace that change. The more resistant you are to change, the tougher it can be so you need to adapt quickly and regularly.
What is a typical day like?
It does not matter how much you plan, there is something different every day. We spend a lot of time planning for client investment valuations and preparing the documentation. There are letters to be produced and changes to information that need to be made before they can go out. If there are new business accounts to be set up, we ensure they are processed. Overall, we work quickly and efficiently, which is important in this role.
What are your interests outside of work?
I was a Royal Navy wife for 27 years before my husband Nathan retired from the Armed Forces. He bought a brewery and our lives have changed dramatically as he had been away from home for long stints. We spend more time together but working in a business which is based around the hospitality sector means he is generally at work when clients are enjoying themselves, which can be long hours. The Covid-19 pandemic caused big problems but they switched to home delivery which kept them going. We have two children together and love travelling together, especially to warm climes, with the Maldives, Hawaii and the Bahamas high up on the list of places we would love to visit
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A comprehensive strategic investment plan can be the cornerstone of a more secure financial future. Our team of expert advisers bring many years of experience to this process and have the latest investment planning tools at their disposal.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.