Susan Kelly BA APA
Client Services Associate
Susan graduated from Waterford Institute of Technology with a Bachelor’s Degree in Legal and Business Studies before moving on to gain a wealth of experience in roles at leading Irish financial institutions in Dublin and Limerick. She has worked in insurance underwriting, business banking, mortgages and credit underwriting, always with an emphasis on client-facing roles. Her credentials are APA.
Responsibilities
Working with our private client managers and financial planners to ensure clients have everything they need, Susan liaises with broker consultants, life companies and broker services. Having dipped her toe in a broad range of financial services, Susan is a wealth of knowledge – the ideal advisor drawing on her many years of experience, vast market insights and solution-minded approach to any challenge.
Outside Work
Outside of work, Susan possesses extensive experience serving as a chauffeur for her children’s activities (unpaid). She also volunteers at her local Rowing club as a coach.
What’s so great about Metis Ireland?
From day dot, Susan had a gut instinct that working at Metis Ireland would be an excellent fit for her lifestyle as she returned to the workplace after an extended parental leave and career break. Having heard positive feedback about the company and its client-focussed approach, Susan has found the reality to be even more impressive after joining.
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