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Financial Planning Assistant
“Working with a team that has a passion about what they do and the clients we look after gives me great pride and satisfaction.”
Jackie is based in our London office and has been part of the team since 2014. Originally joining The Red House, before they merged with Paradigm Norton, as client administration and operations support.
Jackie has worked in Financial Services for over 15 years being a strong and knowledgeable administrator.
Her role incorporates welcoming clients and visitors to the office, being first point of contact for telephone enquiries and keeping records in a compliant and ship shape manner. Jackie is admin support for all team members in the office, a busy and demanding position as it entails such a wide range of tasks. Jackie takes great pride in making sure the office is well presented and a welcoming environment for all.
Outside of work
To counteract working in bustling London, Jackie maintains her zen with regular yoga practice, tending to the fruit and veg on her allotment patch and has a reputation for creating exciting and tasty dishes with her fresh produce.