“Working here has allowed me to develop academically, personally and professionally”

Jordan Lyon DipPFS

Financial Planner
Joined Attivo Group: 2015

I knew when I left school that university was not for me and after working for a high street bank for three years, I decided I wanted to continue working in a client-facing role but with the opportunity of gaining an industry qualification.

I joined Attivo Group in a telephone-based position as a Client Engagement Coordinator in 2015 and began working to achieve the Diploma in Financial Planning. Whilst I was studying, I was promoted to Relationship Manager so went out to meet private and corporate clients on a daily basis, which gave me a good understanding of the financial planning process.

Thanks to the support of Attivo Group I completed my Diploma in 2019. I was promoted to Paraplanner where my role involved working closely with the Financial Planners to research and prepare client reports and identify the most suitable products to meet our clients’ financial needs.

I became a Financial Planner in 2020 and I am continuing to take the Advanced Financial Planning exams to reach Chartered status.

Working here has allowed me to develop academically, personally and professionally and I know that joining Attivo Group was the best decision I could have made for my career.