JALAPENO (UK) LIMITED - Key Persons
Job Titles:
- INDEPENDENT FINANCIAL ADVISOR
Job Titles:
- DIRECTOR and INDEPENDENT FINANCIAL ADVISOR
I have been providing Paraplanning services at Jalapeno (UK) Limited for nearly 10 years. My role consists of conducting research and analysis of the marketplace and the many offerings which exist. This is in sole support of the Advice and recommendations the team deliver to our clients. Using my significant experience, and the many software systems we have within the firm, I provide a report writing service, covering the following areas of advice:-
Previously from an IT background, I moved into the Financial Service sector in 2016. My role is Assistant to Director at Jalapeno (UK) Limited, where I provide administrative support to Craig, primarily on the client liaison and advice side of our operations. As a firm, we are all passionate about providing high levels of service and I play a key part in helping to deliver this. My engagement will be continual throughout the client/advisor relationship but will be particularly prevalent in the early stages as part of our onboarding process. I support all aspects of Craig's work and will be your first point of contact for any queries.