What is your role at J Finance?

As Personal Assistant to our Managing Director Rowan, I work closely with him on a day-to-day basis, managing his diary and business administration, liaising with his clients, and processing mortgage, protection, and equity release applications on his behalf.

I am passionate about the variety this role involves and I am confident that I bring a personal touch to each client throughout their journey with us. As well as supporting Rowan daily, I also reconcile incoming payments across several hundred transactions every month.

How long have you worked at J Finance?

I joined J Finance in 2015. Since then the company has grown year on year, from a team of three advisers to the considerably larger team we have today.

What do you like best about working at J Finance?

I love being part of a fun, dedicated group of people. Everyone is unique, but together the company has a wonderful family feel. I thoroughly enjoy the variety of this role and the commitment it asks of me every day.

Describe your typical day.

My typical day involves prioritising and responding to a high volume of emails, most of which require contact with clients, chasing document requests, and liaising with banks, building societies, and insurance companies to ensure the best possible outcome for each client's application.

I also make time for regular one-to-one conversations with Rowan to touch base on next steps, diary planning, and client matters. No two days are ever quite the same, which suits me perfectly as no two clients are quite the same either.