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.
Qualifications:
– Advanced Diploma in Financial Planning (RQF Level 6) with the Chartered Institute of Insurers (CII)
