At work
As a graduate financial planner within the client servicing team, Jessica works directly with clients to respond to enquiries and provide professional, reliable support.
Day-to-day, Jessica is responsible for coordinating meetings, maintaining accurate client records, and implementing follow-up actions from adviser meetings.
At home
Jessica loves being outside and often goes swimming in the sea throughout the year. She enjoys playing tennis with friends to stay active, and she relaxes by playing the piano, which reminds her of her childhood.
Spotlight questions
The proudest moment of my career was:
Having recently started my career in financial services, I’m excited to learn and gain more experience within the profession.
The things I love most about my job are:
Communicating with clients and providing professional, high-quality support, and working alongside advisers to further develop my skills and knowledge.
The types of people I most enjoy working with are:
Ambitious and always eager to learn and grow.
Our ratings and reviews.
Chartered Financial Planners
Good Business Charter
Qualifications