Jenna Williams

Paraplanner

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Key Qualifications

  • Bachelor of Science (BSc) in Accounting – Swansea University.
  • Chartered Insurance Institute (CII) RO1 Regulation &Ethics
  • Chartered Insurance Institute (CII) RO5 Financial Protection

Biography

Jenna is part of our paraplanning team. She delivers the very important research and reports that justify and support our advice.

Jenna also takes responsibility for administering our new investment, pensions or insurance business from the point of application through to successful completion. She deals with the entire product range that Estate Capital advises on.

Jenna leads our corporate pension team taking responsibility for the ongoing service of group pension and life insurance schemes.

Jenna also takes responsibility for our internal book keeping and managemnt accounts.

Recently graduating with a BSc in Accounting at Swansea University, she is currently studying towards the Chartered Insurance Institute Diploma in Financial Planning which she expects to complete soon.