What you'll find me doing at work
I am part of the advice team, providing technical and strategic support to financial advisers to help deliver clear, tailored, and client-focused advice outcomes. I support and attend client meetings, assist with preparation ahead of meetings, and manage post-meeting follow-up actions. I work closely with advisers throughout the financial planning process, continually developing my skills and expanding my technical knowledge. I am working towards obtaining further professional qualifications, with the aim of supporting the advice team and helping clients achieve their desired financial outcomes.
Where you'll find me after work
Outside of work, you’ll usually find me at home with my family, walking my dog, or spending time with my parents and their animals. I also enjoy going to the gym and have recently taken up tennis.
In the spotlight
Get to know Jess a little better.
