Jenny enjoys being busy, which is just as well. In her client services role, she’s constantly working with our advisers and liaising with clients to ensure we deliver personalised financial solutions as effectively, seamlessly and enjoyably as possible.
Jenny started out temping on reception, but was so impressed by the friendly, helpful culture – a culture where people come first – that she transitioned to a part-time position, before becoming one of our client service and co-ordination lynchpins.
Aside from being a workaholic, Jenny is highly organised and a natural people person. These traits make her perfect for her pivotal role, walking with clients on their financial planning journeys and taking care of all the behind-the-scenes admin to make the journey feel easy.
More than anything, Jenny enjoys building lasting relationships with our clients. She firmly believes that spending time with family and enjoying life are the things that matter most, so she loves helping clients achieve their financial life goals, so they – and their families – can live life to the full.