Steve Tennant ingressa como COO do gerenciamento de patrimônio e Helen Parks como diretor de auditoria do setor público. Claire Purbhoo foi promovido a Cabeça Regional de terceirização, com base em Azets em Coventry. Ele trabalha em gestão de patrimônio há mais de 20 anos, iniciando sua carreira como planejador financeiro antes de passar para papéis regionais, nacionais e internacionais. A nomeação faz parte dos planos ambiciosos do grupo de escalar o gerenciamento de patrimônio dos Azets em resposta à crescente demanda por aconselhamento financeiro, desde investimentos até o planejamento de impostos sobre herança e aposentadoria. Ele é apaixonado por criar culturas de clientes em toda a empresa, impulsionar o engajamento positivo, criar um ambiente de excelência contínua de serviço e o uso de iniciativas inovadoras e transformacionais. Em sua nova função, Steve usará suas vastas habilidades e experiência para ajudar a aumentar a equipe de gerenciamento de patrimônio dos Azets nacionalmente, por meio de recrutamento e aquisições por trás da demanda. Antes de ingressar na Azets, Helen trabalhou com a segunda e terceira linhas de defesa em uma variedade de indústrias e empresas, como TNT Logistics e HSBC UK. Ela é qualificada pela FCA e tem mais de 20 anos de experiência em aconselhar empresas gerenciadas proprietários em vários setores e agora está trabalhando com operações e franquias de vários locais para melhorar suas informações financeiras, relatórios e benchmarking. Claire trabalha em estreita colaboração com a equipe de entrega digital e parceiros locais para garantir que a tecnologia, o software e as comunicações permaneçam relevantes e eficazes para as necessidades de negócios de um cliente. As habilidades e a experiência nos permitirão apoiar ainda mais os clientes em vários setores, além de desenvolver as equipes e nossas operações internas, de acordo com nossa estratégia de expansão. em
Steve joins Azets Wealth Management from Mitie where he was the Customer Experience and Operations Director. He has worked in wealth management for more than 20 years, starting his career as a financial planner before moving on to regional, national and international roles. The appointment is part of the group’s ambitious plans to scale Azets Wealth Management in response to growing demand for financial advice, from investments to inheritance tax and retirement planning.
Steve was responsible for establishing the Barclays Financial Planning Academy which created careers in wealth management for over 100 planners. He is passionate about creating company-wide customer cultures, driving positive engagement, creating an environment of continued service excellence, and the use of innovative and transformational initiatives. In his new role, Steve will use his vast skills and experience to help grow the Azets Wealth Management team nationally, through recruitment and acquisitions on the back of demand.
Helen has over 10 years’ experience auditing public sector organisations, having trained with the Audit Commission before joining the dedicated Public Sector Assurance department within Grant Thornton. Prior to joining Azets, Helen worked with the second and third lines of defence within a variety of industries and companies, such as TNT Logistics and HSBC UK.
Claire, who has been promoted to regional Head of Outsourcing, specialises in accountancy outsourcing, systems and guiding businesses with the impact of legislation on their operations. She is FCA qualified and has over 20 years’ experience advising owner managed businesses across a variety of industries and is now working with multi-site operations and franchises to improve their financial information, reporting and benchmarking. Claire works closely with the Digital Delivery team and local Office Partners to ensure technology, software and communications remain relevant and effective for a clients’ business needs.
Paul Clifford, Regional CEO at Azets commented: “Both of these senior appointments and Claire’s promotion show Azets’ commitment to grow the teams, and reflects the confidence we have in the market. Their skills and experience will allow us to further support clients across a multitude of sectors, as well as developing the teams and our internal operations, in line with our expansion strategy. It’s an exciting time to join Azets and I look forward to working closely with Claire, Helen and Steve.”
All vacancies can be found at www.azets.co.uk/careers where applications from those who are looking to work flexibly or part-time, reduced hours or term-time are encouraged.
