Working as a Financial Admnistrator, Joe provides support to our Financial Advisers, Chris O'Toole and David O'Connor. He has aspirations of one day becoming a Financial Adviser.
Joe joined the team in 2018 after graduating from Liverpool John Moores University.
Being one of the first point of contact for clients, Joe has a number of responsibilities some of which include:
- Preparing documents for client meetings
- Administration of pensions and investments
- Product research
Joe has a Bronze Duke of Edinburgh Award and outside of work he is a keen sports player and has held an Everton season ticket for many years
Graduated with a 2:1 in Business Studies (BA Hons) from LIMU
CF1 - UK Financial Services, Regulations and Ethics qualification