Jade Beasley

My role

My role as Paraplanning Team Leader is to support our team of Paraplanners and being responsible for their technical development and ongoing learning.

I also support our financial planners in giving the best advice and service to our clients, and helping them achieve true financial independence.

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.