Anna Zgorzak


Finance Administrator

About Anna

Anna joined our team in 2018, having spent over 6 years providing administrative support in a number of different roles.

Anna keeps the back office of Permanent Wealth humming as she works on key systems to ensure client data is accurate and secure. Anna follows up on data-feeds from providers and works on the firm’s fees process.

Anna’s role is growing now that we are directly authorised and she assists our Compliance Officer in ensuring case files are complete and accurate.

Qualifications

  • BA (Hons) in Business Studies
  • FdA in Business Management
  • AAT – NVQ L2

Experience

  • Over 11 years experience in various administration roles