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Harjit Karam
Relationship Manager
Harjit began her career in financial services in 1998 with Alliance & Leicester (now Santander). From 1999 to 2010, she worked as a Senior Mortgage Administrator for Independent Financial Advisers in Leicestershire. In 2011, Harjit joined Pointon York as Sales Support within the Business Development Team.
Harjit joined Westerby The Pension Specialist, in 2012 as a Senior Business Liaison and then as Onboarding & Investments Team Manager. In this role, she managed our onboarding team, who are the first point of contact through the transition period for new pension applications, including scheme establishment, executing transfers and initial contributions.
Now as a Relationship Manager, Harjit aids in developing and maintaining strong customer relationships by seeking out new business opportunities and promoting our bespoke products and services to fit our client’s needs best: whether working directly with a client or with a regulated Financial Adviser.
