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 Services Manager my primary responsibilities involve ensuring our advisers are thoroughly 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

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