Sunita Bhdaal

Administration Manager

Professionally

I have 9 and a half years’ experience in an IFA Administration setting with 2 and a half years’ experience being an administration team leader. My current role involves processing new business, servicing any client queries, LOA’s and provider information requests, liaising with clients, group employee benefit renewals and group pension administration

 

Personally

I come from a big family, of Indian descent. I am an identical twin and have two younger sisters who are also twins! Coming from a big family, there is always something to keep me busy! I’ve recently become an aunty for the first time and it’s my favourite role to date. I am in the midst of planning a wedding so that is taking up any spare time I have. Away from wedding planning, I enjoy socialising with my friends and partner, weekend city breaks, going out for some good food and cocktails!

Qualifications

  • FA1 Life Office Administration
  • FA2 Pensions Administration
  • R01 Financial Services
  • Regulations and Ethics
  • RO4 Pensions and Retirement Planning
  • GR1 Group Risk

Spotlight questions

On an ideal weekend, you can find me:

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Spending time with my family and friends

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My favourite holiday destination is:

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Dubai

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My favourite song to play in the car is:

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Beyoncé - XO

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The first album I bought was:

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Britney Spears

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If I could be any fictional character, I would be:

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Pocahontas

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If I could turn any activity into an Olympic sport, I would win a medal in:

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Diplomacy

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When the dessert menu arrives, I’m looking for:

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Anything with chocolate

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The three qualities that draw me to new people are:

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Humour, kindness, genuineness

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My pet peeve is:

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Rudeness

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The best gift I’ve ever received is:

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My engagement ring and engagement experience

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The three people at my dream dinner party would be:

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Beyoncé, Stanley Tucci, Kate Middleton

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The three small things that make my day better are:

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A good cup of tea or coffee, cuddles with my dogs, spending time with my family

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Three things I haven’t done so far include:

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Learn another language, learn to ski, watch a James Bond film

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