Career Summary

Prior to Lucent, I completed a placement year at GSK as a Data Analyst. I found Lucent during a FP Advance conference where I attended with other university students. Lucent has helped me develop in various parts of the business and is helping me find my niche.

My Role at Lucent

As a Client Services Manager, I support our financial planning advisers and paraplanners in managing client relationships. My goal is to ensure clients enjoy an exceptional experience, both during and outside of their meetings, by providing outstanding service, addressing their needs promptly, and maintaining open and effective communication.

Why I Love Working at Lucent

Everyone at Lucent has their own personality. NOT BORING FINANCE PEOPLE. They all are genuine and have welcomed me with open arms. Never had the same day twice, always something interesting to do.

Why I'm Passionate About Financial Planning

I'm passionate about client services in the financial planning sector because I love helping clients have the best experience possible. It's rewarding to know that I can make a positive impact on their journey by being there for them, not just during meetings, but every step of the way.

My Qualifications

First-class Economics (Hons) Degree