Jordan Laight has joined BRI Wealth Management, an independently owned, wealth management company, as Financial Planning Paraplanner.
The role will see Jordan will work closely with financial planners, assisting with the drafting of financial planning reports, advising clients on their investments based on objectives, risk profile and time horizon. Based in Meriden, near Coventry, she will join a team of four paraplanners and report to Nick Sinclair-Wilson, Chartered Financial Planner.
Prior to joining BRI, Jordan was a paraplanner for a wealth management company in Solihull where she analysed client information and formed financial recommendations, handled client enquiries, and wrote financial planning reports, which included inheritance tax planning, retirement planning, investment planning, protection planning and mortgages.
She has also previously worked as Executive IFA Administrator for another firm, where she performed similar duties.
Commenting on her appointment, Jordan Laight, said: “BRI Wealth Management’s family-like culture and core values – knowledge, service and trust – really resonated with me. I’ve very excited to be joining such a firm at a time of real growth and look forward to getting to know the team.”
BRI Wealth Management aims to be a leading independent regional Wealth Manager, and provides advice on a range of areas including investment management, financial planning, ISAs, pensions, inheritance tax planning and tax relieved investments.
