We have welcomed Jessica Allan into our Client Support Team. Jessica joined us on the 25th April having previously held roles in administration and pensions’ administration. During an apprenticeship at an adviser practice she attained her Level 3 Diploma in Financial Services. She has also been able to demonstrate her attention to detail and ability to work on complex transactions in her previous roles making her an ideal addition to our Client Support Team.
Jessica’s duties are to work closely with our Financial Advisers who provide financial advice in Lichfield and the wider Midlands area. This will include supporting them with letters of authority, application processing and liaising with our many financial product providers.
“I have been looking for an opportunity to get back into financial services.” Says Jessica “I just love pensions and the job satisfaction I get from making sure everything is absolutely correct. I am looking forward to joining the Four Oaks Financial Services Training Academy and studying for my professional financial services exams and in the future I would like to be a Financial Adviser.”
In her spare time Jessica spends a lot of time at the gym and visiting her family. She is writing her first book of fiction and her dream holiday destination is the beautiful Greek island of Santorini.