Katie Dunbar

As a Financial Planning Administration Assistant it is my job to support the administration of mortgage and protection applications.  I prepare our clients documentation, coordinate communication and deadlines with lenders and other professional services and make sure everything runs smoothly behind the scenes, so that homebuyers can focus on making well informed decisions.

The mortgage market can feel like a moving target, with constantly changing rules and requirements. My work, alongside our mortgage advisers, helps clients stay on track through this uncertainty.  By managing the administrative side of applications carefully, I make sure clients have peace of mind and complete satisfaction throughout the process.

I enjoy being part of a team that values attention to detail, strong communication and working together.  Knowing that what I do makes a real difference in helping people achieve their goals makes the work very rewarding.  I am keen to keep learning and developing my skills in financial services, taking on more responsibility, and continuing to provide individuals, couples and families with reliable, professional support.