Jodie joined Herbert Scott as our apprentice in September 2013 after completing her AS Levels at college.
After achieving an NVQ in Level 2 Business and Administration in October 2014 she became a full time member of staff and is now working towards her professional exams. She has already completed her Certificate in Regulated Financial Services and is now working towards her Diploma.
Jodie is one of our Financial Planning Assistants meaning she is our client’s main contact. Her responsibilities include arranging appointments, preparing for meetings, writing reports and updating clients cash flow plans.
Jodie recently completed the Brighton Marathon and enjoys taking part in regular running events.
Outside of work, she enjoys going to the gym, running, reading and is also currently planning her wedding!