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Joseph Purcell

Financial Services Administrator

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

Career Milestones

Graduated with a 2:1 in Business Studies (BA Hons) from LIMU

PRINCE2

CF1 - UK Financial Services, Regulations and Ethics qualification