Client Review Manager

Jessica Browning

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 client journeys and supporting administrative tasks to ensure it is a smooth process for our clients. I ensure clients are kept up to date at all points during the process and any queries are answered promptly.

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

Likes

  1. Chocolate – I don’t know how people can not have something sweet after eating something savoury!
  2. Romantic Comedies – ‘The Holiday’ is one of my all-time favourite films!
  3. The beach – There’s just something really relaxing about sitting on a beach and watching the waves.

Dislikes

  1. Mushrooms – Cooked, raw, chopped – they are all a 'no-no' from me!
  2. Confined spaces – I do not like the feeling that I am trapped and might not be able to get out!
  3. People driving either too slow or too fast!

Contact

Office:
0121 705 1000
Mobile:
Email:
jess@lucentfinancialplanning.co.uk
Expert Insights

Articles by 

Jessica Browning

Read my articles on various financial planning topics.

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