Contact Jake
The Point, Loughborough Road, West Bridgford, Nottingham, NG2 7QW
Meet the team
Enthusiastic, knowledgeable, and committed to making a difference.
View more of our teamMy role
My role as a paraplanner consists of many different aspects, however, on the whole I work closely with the financial planners, translating sometimes complex financial strategies into jargon-free financial reports tailored specifically to client needs.
Background
I began working in the financial services sector in 2020, shortly after completing my degree in Music Management at university. I started off as a technical administrator, progressing to Paraplanning, and I have even done the role of a financial planner, too.
What’s important to me
My wife, family, and friends are most important to me, as well as my cat, Roma!
I love most sports, but in particular football. I am also a qualified fitness instructor and personal trainer, so I enjoy keeping fit and going to the gym. Finally, my wife and I love to travel and visit new places all over the globe; recently visiting Singapore and Bali while on our honeymoon!
Qualifications
I hold the Level 4 Diploma in Regulated Financial Planning, and I am on my way to hopefully achieving Chartered status soon. I hold the Level 3 Certificate in Long-Term Care; however, I am currently working towards the Level 3 Certificate in Mortgage Advice.
