What is your role at J Finance Limited?

As Personal Assistant to our MD; Rowan, I work together with him closely on a day-to-day basis assisting with his diary/business management, liaising with his many clients, along with processing his Mortgage, Protection, or Equity Release/Later Life Lending applications.

I am passionate about the diversity this role involves and I am confidence that I provide that personal touch to each client throughout their journey with us.

As well as assisting Rowan daily, I also reconcile incoming payments for several hundred transactions every month.

How long have you worked at J Finance?

I started working with J Finance in 2015, and since starting my employment with the company it has grown year on year, from a team of 3 advisers to our considerably bigger team now! 

What do you like best about working with J Finance?

I love being part of a fun, dedicated group of people, each unique, but together the company has a great family feel, and I thoroughly enjoy fulfilling the varied expectations of this committed and demanding role.

Describe your typical day...

My typical day involves prioritising and responding to my many emails, most of which require contact with clients, collating document requests, and dealing with the various banks/building societies, and insurance companies to ensure the best possible outcome for our client’s various applications.

There’s also making time for those regular one-on-one chats with Rowan, touching base daily to catch up with next steps, diary planning or client-based meetings.

I love that no two days are the same, as are our client’s circumstances all different!