As Head of Advice, Jess plays a key role in ensuring the delivery of high-quality, compliant financial advice. She oversees adviser training, regulatory compliance, and our team of paraplanners, supporting both clients and colleagues.
Key Services
As Head of Advice, Jess plays a pivotal role in ensuring the quality and compliance of the advice given to clients. Her responsibilities include:
- Regulatory supervision to ensure adherence to industry standards.
- Training and competency (T&C) oversight, ensuring team members maintain the required knowledge and skills.
- Onboarding of new advisers to integrate them smoothly into the business.
- Adviser KPI reviews to monitor performance and drive professional growth.
- File checking to maintain compliance with regulatory requirements and uphold the high standards expected of a Chartered firm.
- Management of the paraplanning team: ensuring accurate analysis, reports, and cashflow models are delivered to support financial planning advice.
Career Profile
Jessica joined Active Chartered Financial Planners in 2021 after three and a half years as a paraplanner at another local financial planning firm.
Originally from Middlesbrough, Jess graduated from Leeds University in 2016 with a BSc (Hons) in Mathematics.
Since joining Active Chartered Financial Planners, Jess has continued to develop her knowledge, becoming a Chartered Fellow (of the Personal Finance Society) in 2025. Fellowship is the highest level of professional qualification in our industry.
Hobbies and Interests
Away from work, Jess is a huge fan of Middlesbrough FC and a season ticket holder at the Riverside.
Jess and partner, Tom love to travel, sampling beers from around the world but they are always happy to come home to Middlesbrough and to Kevin, their beloved Westie.
Qualifications:
– Advanced Diploma in Financial Planning (RQF Level 6) with the Chartered Institute of Insurers (CII)
