Katie Jimenez

Client Administrator

At work

Katie works in our Administration team. With a passion for excellence in client service, Katie ensures our clients receive an excellent standard of support. Her focus is to support the back office operations, working collaboratively with the team to ensure our clients achieve their financial goals. Katie has over 4 years of experience, having previously worked as a Client Administrator within both the insurance and financial services sector.

Outside of work, Katie enjoys spending time with friends and family, walking her dog and watching football. She also loves to perform and nothing makes her happier than singing everyday!

Google Reviews
Tim Phillips
Although I have a financial services background, transferring pension assets from the UK to Australia is specialist work, and needs doing 100% right first time.The BDH guys over-delivered with a lot of knowledge, experience and professionalism, which in turn gave me the peace of mind I needed throughout this process.I have absolutely no hesitation in recommending them. BDH exceeded my own high expectations.
Jojo Baxas
They were so responsive and answered all my (sometimes silly) questions. When the pandemic struck and lockdown ensued, they were business as usual and my payment was issued right in the middle of all of that. I have nothing but positives.
Wendy Stone
A service second to none. Friendly, professional and client focused at all times, and more than willing to go the extra mile to ensure customer satisfaction.
Prash Naik
I would highly recommend bdhSterling for high quality and professional advice. They advised me in the UK and Australia and were invaluable.
Shiranth Fernando
For the last three years, I have used bdhSterling to look after my UK pension while waiting to transfer it to Australia. I have found the investment recommendations and advice to be excellent. Communication is effective and financial transactions are undertaken efficiently. Definitely a five-star company.
Bob Crosby
Been with them since 1999 and am yet to find anyone more knowledgeable and helpful. Returns have always been ahead of market averages at a very reasonable price. Fair and open with great staff.

Spotlight questions

What’s your best tip for anyone moving to the UK?

The weather can be very unpredictable, so definitely be prepared! However, no matter what the weather, there is always something to do. I would recommend a musical in the West End or maybe going to Kew Gardens as the area is so beautiful in the sunshine!

What’s the best thing about living in the UK?

Being so close to London, which is where I grew up, but also having beautiful parks and lots of outdoor spaces to explore. This makes the balance just right between the city and the countryside.

What gives you the most satisfaction at work?

Working together as a team and achieving our goals, this makes all the hard work worth it in the end of the day. I love learning new skills and helping my team. Also, looking at new ways to improve our processes and looking at how we can change them for the better.