The focus of Ioan's role is to cultivate long term relationships with both clients and product providers to ensure the smooth, efficient and compliant processing of transactions and applications.

He worked in financial services for 9 years in both front-line banking and support roles, having previously worked as compliance specialist for Volkswagen Financial Services, and in Quality Assurance and Operational Risk with PTSB. He's currently studying for Qualified Financial Advisor (QFA) exams.