With 31 years of experience in financial services we are delighted to announce that Lily Jackson has joined our in-house Paraplanning team in the role of Paraplanner. Lilly has worked for stock broking firms and accountancy firms in financial services roles. She has also been an employee benefits consultant in corporate financial services.
As part of our Paraplanning team Lily will be providing essential behind the scenes support to our team of financial advisers who give local financial advice throughout the Lichfield, Sutton Coldfield and Tamworth areas and beyond. Her role includes research, drafting suitability reports and dealing with compliance issues.
Lilly said “I love it at Four Oaks. It is a lovely place to work and there is a real team environment here.”
In her spare time Lily has three great loves, music, travel and motorbikes! Lilly plays the piano and is qualified to teach piano, she loves to travel and got her motorbike licence seven years ago. Welcome to the team, Lilly!