Client Services Support
Jack Knight
Jack… in a nutshell
Fundamentally, I enjoy helping our clients lead less stressful lives. My work involves liaising directly with clients about anything and everything, and I also assist our advisers and paraplanning team with gathering information for financial planning purposes. I really do work with a great team, who help make every day interesting.
I think people should be able to enjoy the fruits of all their hard work. Part of that is taking the complexity out of life – when I’m helping clients to complete the necessary paperwork behind financial transactions, I know that I’m contributing directly to that.
I really like to travel and my favourite destination is Marrakesh (so far). Back home, I love spending time with my partner, family and friends, going out for good food and watching football and Formula 1.
You’d be unlikely to forget my birthday – it’s on Remembrance Day. I was born exactly 80 years after the first remembrance in 1919.
It’s theorised that the odds that you are alive on this planet are about 1 in 250,000,000. I think that’s a useful way of appreciating life and trying to live every day like it’s your last!
Qualifications and memberships
- City and Guilds Level 3 Diploma for Business Administration
- R01 (Financial Services, Regulations and Ethics) qualification