Jade Carter

Trainee Paraplanner

01493 800219
jade@lifetimemoney.co.uk

Background…

Jade has qualifications in both accountancy and financial studies. She will be starting to study for her Diploma for Financial Advisers shortly.

Today she supports both Alex and Ian, helping with general administrative duties.

The best bit…

Jade loves working with the team to ensure that all clients are fully catered for.

Colleagues would say Jade is…

Cheeky, organised and a fast learner.

At home…

Jade enjoys walking her dog, spending time with family and watching films. She also has a thing for Jaffa Cakes!

Relevant Qualifications…

CePFA Certificate in Paraplanning & Financial Administration

 

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