Career Profile
Chartered paraplanner, Jessica joined Active’s paraplanning team in November 2021. She moved from another local financial planning firm, where she worked for 3 and a half years as a paraplanner.
Jess, from Middlesbrough went to Leeds University where she studied Mathematics, gaining a BSc Hons in 2016. At her last firm, Jess worked hard to gain the Diploma in Regulated Financial Planning & Certificate in Mortgage Advice.
Since joining Active Chartered Financial Planners, Jess has studied while working full time and became chartered in 2024. Jess is now studying to be a Fellow of the Chartered Insurance Institute (CII) which is the highest level of qualification available in the industry.
Key Services
As a paraplanner, Jess works closely with the financial planners to analyse pensions and investments, preparing detailed reports and cashflow models in preparation for the advice given.
In her role, Jess is also responsible for checking files to not only uphold regulatory requirements, but also to meet the exceptionally high standards expected of a chartered firm.
Qualifications:
– Personal tax and trust planning (AF1) Sept 2024
– Trusts (JO2) March 2024
– Investment planning (AF4) Oct 2023
– Financial planning process (AF5) Feb 2023
– Pension income options (JO5) Sept 2022
-Discretionary investment management (J10) – June 2022
– Mortgage advice (CF6) – August 2021
– Financial planning practice (RO6) – July 2020
– Investment principles and risk (RO2) – February 2020
– Financial protection (RO5) – January 2020
– Personal taxation (R03) – November 2019
– Pensions and retirement planning (RO4) – August 2019
– Financial services, regulation and ethics (RO1) – March 2019
