Jade Beasley

My role

My role as Paraplanning Manager is to lead, manage and develop the paraplanning function. This means I am responsible for ensuring high-quality, timely, and consistent delivery of all paraplanning work, while ensuring systems and processes evolve to meet the needs of a growing business.

Background

I have a wealth of industry experience, having worked as a Paraplanner and Relationship Manager within financial services for 10 years, acting as a ‘day-to-day’ contact and support for clients.

What’s important to me

Outside of work, family and friends are very important to me. I have recently bought my first property with my partner and welcomed my niece into the world, so life is very exciting.

Qualifications

I hold Chartered Financial Planner status, having completed the Advanced Diploma in Regulated Financial Planning, and hold the Diploma in Regulated Financial Planning.