Citrus Financial is pleased to announce the appointment of Jennifer Brockman who is working her way to become a Financial Adviser. Jennifer already has more than seven years’ experience of the financial services industry. Most recently working as a Senior Paraplanner with another financial advice firm.
Jennifer completed the Diploma in Regulated Financial Planning 2021. She’s now keen to work towards putting her qualifications into practice by providing advice to clients.
Establishing a succession plan and bringing new advisers into the industry is a key part of our long-term strategy at Citrus Financial. So, we’re delighted to be able to provide Jennifer with this opportunity.
In her new role, she will be working closely with David Braithwaite, our Managing Director and Principal Financial Adviser. David will be helping Jennifer increase her practical experience, adding to her already impressive technical knowledge. She will be accompanying him on client meetings, building relationships with his clients, and helping him to deliver the highest standards of advice and client service.
We are delighted to welcome her to the Citrus Financial team. We know that she will be a valuable asset to our clients and our business.
Quote from Jennifer Brockman:
“I’m really excited to be joining the team at Citrus Financial and taking the next step towards becoming a financial adviser. It’s a fantastic opportunity and I’m looking forward to working closely with David and helping his clients to achieve their financial goals. Speaking to, and helping clients is one of the things I love most about being a financial adviser.”
You can learn more about our team here.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 21/11/2023