Career Summary
With a background in marketing and communications, I’ve worked in a range of companies, from a small advertising agency to a global agricultural machinery manufacturer.
I joined Lucent as I wanted a more rewarding role, where I could help have a direct impact on people’s lives.
My Role at Lucent
As a Client Services Manager, my role covers a wide range of activities, from supporting our lovely clients and advisers, and ensuring a smooth and enjoyable client journey, to keeping our back-office systems and data up-to-date and accurate.
I work closely with each member of the team to ensure we can each focus on what we do best, so as a whole we can deliver the best outcomes for each individual client.
Why I Love Working at Lucent
There’s so much to love! It’s brilliant getting to know each of our individual clients, who are all such lovely people, and being part of their journey to financial independence and happiness is immensely rewarding.
Working on a variety of tasks and cases, no two days are the same, and the whole team here is fantastic, both professionally and personally. We use the word family a lot, but it really does have that feel, from behind the scenes, to client meetings and events, we take a serious subject and always try to make it fun!
Why I'm Passionate About Financial Planning
Financial planning can bring about real change and peace of mind for our clients’ lives, allowing them to concentrate on enjoying life and pursuing their dreams, without worrying about money.