Caroline Treanor is a Qualified Financial Advisor with a Diploma in Retirement Planning (RPA) and a Diploma in Compliance (LCOI). With over 12 years’ experience in the Financial Services industry. Caroline is skilled in financial services, life assurance, pensions, savings, investments, compliance, customer service, and underwriting.
Since joining Clear Financial in 2012, Caroline has moved steadily up the ranks, and was appointed New Business Manager in 2018. A native of Dublin, Caroline began her career in financial services with 123.ie in 2006 and in 2008 moved to Aviva Life & Pensions where she worked in the area of Group Risk Underwriting and Group Risk Scheme Administration. Following over four years in Group Risk, she left to take up a position as Sales Support Executive with Clear Financial.
Caroline assists in the delivery of Clear Financial’s commitment to excellent services to both our advisors and clients. She manages the sales support team in delivery of all aspects of client administration involving pensions, investments, savings and protection products and in assisting with the compliance function across the sales and new business areas. In 2019, she was awarded Team Leader of the Year at the annual Brokers Ireland awards.