Thompson Jenner Financial Services welcomes trainee advisor to the team

ThompsonJenner
Authored by ThompsonJenner
Posted Tuesday, November 5, 2019 - 7:04pm

As part of the firm’s expansion plans to meet the demands of a growing client base, Thompson Jenner Financial Services, sister company to chartered accountants Thompson Jenner LLP, have appointed a new trainee advisor to work at the firms Exeter and Exmouth offices.

Having worked in the insurance sector for 11 years, most recently as a protection advisor, Laura Hinton has already gained considerable experience in building client relationships in a financial services environment and has achieved the CII Certificate in Insurance giving her a sound platform for her new role.

In her new position Laura will initially work with Thompson Jenner’s current advisers who will train her on the firm’s strict FCA regulatory procedures, understanding the firm’s client base, the financial products offered and other specific business development activities. She will also be undertaking various administrative duties to support the team whilst undertaking the rigorous training to become a fully qualified Financial Advisor.

Laura will be working towards becoming a fully qualified advisor over the next 12 months. She has already passed the Pensions and Retirement Planning and Financial Protection aspects of the Diploma in Regulated Financial Planning and will be taking her next exam in December reaching her final exams and full qualification in the Autumn of 2020.

Thompson Jenner Financial Services provide truly independent advice and have a wide range of clients’ including private individuals and families, owner managed family businesses and trustees.

Laura said “I am delighted to be joining the Financial Services team at Thompson Jenner. Moving into the financial services sector is something I have wanted to do for a while and this is a great opportunity for me to work in a firm that has such a high reputation in the marketplace.”

“It’s also very exciting to be part of a growing business and I look forward to playing my part in its ongoing success.”

Neal Sear, Director at Thompson Jenner Financial Services added, “We are pleased to welcome Laura to our busy team. She comes to our firm with several years of financial services experience in the insurance market place which will be valuable as she starts her training to full qualification. The added resource she brings will ensure that the firm will continue to deliver exceptional support and services to our clients.”

Based in Exeter and Exmouth, Thompson Jenner Financial Services Ltd is a firm of Independent Financial Advisers regulated by the Financial Conduct Authority. They provide independent financial advice for both individual clients and business owners across Devon and the South West.

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