Career Summary
Upon finishing my A-Levels in the summer of 2023, I embarked on my professional career at Barnett Waddingham as an apprentice in Pension Administration. During the 18-month apprenticeship, I began my financial planning examinations. Alongside the exams I successfully undertook at Barnett Waddingham, I also achieved passing marks in R02, R03, and R04. With the ambition of becoming a financial planner, I am confident that Lucent will provide me with knowledge and experience to help me progress towards my career goals.
My Role at Lucent
In my role as a Client Review Manager my primary responsibilities involve ensuring our advisers are thoroughlly prepared ahead of client meetings, as well as managing client relations and office administration tasks.
Why I Love Working at Lucent
I find everyone in the team to be exceptionally friendly and helpful. My experience here also provides me with valuable insights into the processes and elements of financial planning, which I find highly motivating.
Why I'm Passionate About Financial Planning
I am passionate about helping individuals achieve financial security, build wealth, and make informed decisions, all while maintaining a sense of control.
My Qualifications
R02, R03 & R04 with the Chartered Insurance Institute
