Client Experience and Business Analysis Manager

Becky Smith

Career Summary

With a background in civil engineering, I started my career completing road designs and planning projects. Although interesting, I found it wasn’t quite the right for me, as I was more drawn to roles where I could help people more directly. After a friend introduced me to financial planning, I took a leap of faith into a new and exciting career direction.

My Role at Lucent

I help make sure our clients have a stress-free and welcoming experience from their very first interaction with us. I also assist our advisers by keeping client information up to date, managing communications, and helping everything run seamlessly behind the scenes.

Why I Love Working at Lucent

I love the variety of the role and being part of an enthusiastic team that truly puts clients at the heart of everything we do!

Why I'm Passionate about Financial Planning

I’m passionate about  financial planning because it gives people confidence in their financial future  through personalised guidance, helping them live more fulfilling and  meaningful lives.

My Qualifications

Bachelors in Civil  Engineering

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Likes

  1. Puppies – more specifically my labrador who is obviously the best one.  
  2. Bouldering – I love the challenge of figuring out each route and  making it to the top, with just enough risk to keep it exciting.
  3. Learning something new - I enjoy pushing myself, gaining new skills, and keeping life interesting.

Dislikes

  1. Cream cheese – genuinely the worst food and I won’t be convinced otherwise
  2. Slow walkers – no offence, but I’ve got places to be!
  3. Hanging up wet washing – it’s always cold, it takes forever, and I would honestly rather do almost anything else.

Contact

Office:
0121 705 1000
Mobile:
Email:
becky@lucentfinancialplanning.co.uk
Expert Insights

Articles by 

Becky Smith

Read my articles on various financial planning topics.

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