Quilter Financial Planning has appointed Rachel Trundel as Head of Advisor Relations for its Mortgage and Protection network.
Trundle joins from The Exeter, where she was national account director.
She has over 20 years’ experience in the financial services and protection markets, with a background including national account management, strategic partnerships, relationship management and business development.
Prior to joining The Exeter, Rachel held national account development roles at Friends Life UK, and has also founded and led businesses outside of financial services.
In her new role, Trundle will report to Zara Bray, Distribution Director for Quilter’s Mortgage and Protection Network.
At Quilter, you will oversee the relationship management team and work with designated representative companies across the network.
Quilter Distribution Director Zara Bray says: “We are delighted to welcome Rachel to Quilter Financial Planning. She brings strong experience in the protection market and a clear understanding of the relationship between providers, advisers and firms.”
“Rachel joins from The Exeter, one of the providers on our safeguarding committee, and has worked closely with advisers across the market. This experience gives her a practical understanding of the needs of support firms, particularly when it comes to building strong relationships and helping advisers achieve good outcomes with clients.”
“Her appointment reflects our continued focus on ensuring companies in the network receive consistent, hands-on support as they develop their businesses and serve their customers.”
“I am very pleased to be joining Quilter Financial Planning and working with Zara and the wider Mortgage and Protection Network team,” adds Trundel.
