Jessica Wilkinson

DipPFS

Paraplanner

Jessica Wilkinson

Career Profile

Jessica joined Active’s paraplanning team in November 2021.  She joined from another local financial planning firm, where she worked for 3 and a half years as a paraplanner.

Jess, from Middlesbrough went to Leeds University where she studied Mathematics, gaining a BSc Hons in 2016.  At her last firm, Jess worked hard to gain the Diploma in Regulated Financial Planning & Certificate in Mortgage Advice.

When settled in to her new role, Jess will continue her studies, hoping to one day become a Chartered Financial Planner.

Key Services

In her previous role, Jess gained excellent experience in a variety of software packages, including SelectaPension, Voyant, FE Analytics and Iress Exchange.

At Active, Jess works closely with the financial planners to analyse pensions and investments and prepare detailed reports and cashflow models in preparation for the advice given to clients.

Qualifications:

– Pension income options (JO5) Sept 2022

-Discretionary investment management (J10) – June 2022

– Mortgage advice (CF6) – August 2021

– Financial planning practice (RO6) – July 2020

– Investment principles and risk (RO2) – February 2020

– Financial protection (RO5) – January 2020

– Personal taxation (R03) – November 2019

– Pensions and retirement planning (RO4) – August 2019

– Financial services, regulation and ethics (RO1) – March 2019

 

 

 

Get in Touch

If you would like to find out more about how we can help you, please give us a call or drop us an email.

Phone Us Email Us
Keep up to date

Sign up to our newsletter to keep up with all things Active.

Active Spirit

“Having been a client of Active for many many years and have always been given great advice and direction. I am now looked after by Andrew. He has given excellent advice and service, continuing on the great work this company has always offered me. Always cheerful and helpful; a great asset to Active. I have no problem recommending him to other people.

The power of investing early (with 5 tips to get you going!)

20th May 2024

Did you ever come across those adverts from the DWP (Department for Work and Pensions) a few years ago? They had a chef working away in a busy kitchen, alongside…

Retirement issues remain top of clients’ concerns

14th May 2024

It’s important for us to keep in regular contact with our clients, and in April we surveyed a group of 1085 (clients) for their thoughts on the year ahead. The…

Women still cutting their pension contributions despite gender gap

16th April 2024

With people living longer and the cost of living is increasing, what does this mean for our retirement? According to a recent Scottish Widows survey, two-thirds of women are concerned…