Trainee Independent Financial Adviser
Jordan joined Strategic Solutions in 2017 and works closely with Allan Cruse and also Natasha O’Neill in the in-house paraplanning team. Jordan continues to build on his knowledge, and he is now studying towards his next Cii exam which is RO4 – Pension and retirement planning.
Jordan lives in Wareham. He enjoys spending time with his friends and making the most of his Cineworld unlimited card.
He is a member of the Personal Finance Society (PFS) and holds the following qualifications:
CF1 – UK Financial services, Regulations and Ethics.
FA1 - Life Office administration
FA2 – Pensions administration
RO5 – Financial Protection
Award in Financial Administration (Life)
Award in Financial Administration (Pensions)
Certificate in Regulated Financial Services Operations