Sarah Morgan

Our people

Business Development Sales Support

“In this role you have to be personable and be able to build strong relationships. We want to find out as much as possible from our financial adviser firms to help them get the most out of their business.”

Sarah joined the RBC Brewin Dolphin Cardiff office in 2018 and supports the Business Development team both in Wales and the southwest of England. She is responsible for diary management, fielding queries from independent financial advisers, and providing the team with market insight to pass on to their clients.

Sarah also attends virtual and face-to-face meetings aimed at building the company’s relationships with existing intermediary clients and attracting new business. She is particularly skilled at relationship management, negotiation, and organisation.

Sarah has been in the financial services sector since 2004 working with Source Insurance as a Broker Relationship Manager and then Business Development Manager before moving to RBC Brewin Dolphin. She has a Certificate of Regulated General Insurance and is currently studying for the Introduction to Securities and Investment from the Chartered Institute for Securities & Investment.

Contact Sarah Morgan