Karlene Briley - Adviser Forum/ Research Analyst 

Background: 

9 years industry experience within small and National IFA businesses including work within; Sales Support, para-planning, commision reconciliation, Office Management and project and workflow management.

In depth knowledge of adviser working practices and operational issues affecting adviser firms.

Specialities: 

Project Support, resource and task flow management.

Review and implementation of back office and operational functions and processes.