Samantha Hall

School / Client Manager

Meet Sam to find out about her rapid career progression to Client Manager
Samantha Hall

Get to know her better...

  • Who is your employer?

    Edgewater Associates Limited

  • What do you do in a typical working day?

    As a Client Manager, I deal with day to day client queries, process applications and deal with product providers. I have also started to write summary of recommendation letters and observe client meetings with Senior Financial Advisers.

  • What are the benefits of an apprenticeship scheme?

    Although not an official apprenticeship, I am following a bespoke internal training programme through all departments leading to front line financial adviser. The training programme is structured over a 2-year term. This will be achieved when regulatory approval is granted, which I anticipate will be within the next 12 months.

  • How did you get into the profession?

    I started as work experience whilst I was at school age 16. This covered two weeks but also led to me working during school holiday breaks. Initially, I started on reception duties before moving into general administration.

  • What would you say to someone that doesn’t have much of an understanding of the Financial Planning profession?

    Similar to my background, I would suggest you seek a work experience opportunity which will lead to more opportunities. Also, be prepared to ask questions, gain knowledge and insight to any particular area(s) that you have a strong liking for/affinity towards.

  • What do you enjoy most about your job?

    I like the variety in my role; no two days are the same. I meet and deal with a broad range of clients who all have different needs. I like being able to help in putting financial solutions/packages together that meet client needs.

  • What career progression have you had so far?

    Within the three years I have been with Edgewater I have progressed from Receptionist to a fully qualified Financial Adviser. Whilst I am still training, I am now conducting client appointments, albeit under observation/supervision.

  • What do you need to be successful in your role?

    Enthusiasm, desire, commitment and hard work. You also have to be prepared to study and pass the Diploma in Regulated Financial Planning. I also have to keep up with industry updates/changes and maintain my Continued Professional Development.

  • What have been your career highlights so far?

    In 2017, I won the Young Achiever award for my progression through training, experience and qualifications passed.


    In 2018, I won the Glyn Gilbert award for outstanding academic success.

  • Would you recommend the profession to a young person making career choices? Why?

    Yes. It is an exciting profession that covers a wide range of skills, education, experience. As I have said, I enjoy meeting with clients and helping to put together financial solutions. I see this as a long-term project that will give me plenty of variety throughout the rest of my career.

Related case studies