Our Administration Manager, Jackie’s primary objective is to ensure that we provide a client service which is second to none. In addition, Jackie also carries out a paraplanning function completing research and writing reports.

She works in partnership with Gurmit.

Jackie has worked in Financial Services for over 35 years with well-known providers such as Aviva and Standard Life covering various roles from administration, to training and finally management.

Since 2010 Jackie has worked with various IFAs ranging from large corporates to smaller boutique style IFAs, with roles including training, paraplanning and management.

Jackie’s Financial Services qualifications FPC1 & 2. She also has various qualifications in training and development achieved whilst in the provider world

Away from the office

In her spare time, Jackie enjoys holidays, swimming, cycling, walking dogs and spending time with family and friends.