Career Summary

Having been in the financial services industry since 2017 I achieved my Level 4 Diploma in August 2024. I have worked very closely with a Long Term Care Specialist, which I thoroughly enjoyed.

My Role at Lucent

As Client Review Manager, my role involves managing the end-to-end client journey and supporting administrative tasks to ensure it is a smooth process. I ensure clients are kept up to date at all points during the process and any queries are answered promptly. Whether it's booking them in for their annual meetings, assisting them with ad hoc queries and needs throughout the year, making sure the client files are accurate, or helping our advisers to write tailored recommendations, I'm all about ensuring that our clients have a smooth and seamless experience.

Why I Love Working at Lucent

I love how Lucent is centred around client service and making sure clients are always looked after. It feels like one big family!

Why I'm Passionate About Financial Planning

I am passionate about making sure clients receive the best service enabling them to live their life to the fullest! I love the feeling you get when you know you are helping someone achieve their financial goals.

My Qualifications

Level 4 Diploma in Regulated Financial Planning with the Chartered Insurance Institute