Jen Thompson - Office Manager

Jen Thompson,
Office Manager

Jen joined Sage Wealth Management in November 2017 as a part time Office Manager based in our Hexham branch. Jen was new to Financial Services but quickly adapted to the role and has since progressed to being one of our Paraplanners and now works full time.

Jen is currently working towards her Diploma in Financial Planning and is keen to develop her role further as a Paraplanner, she has recently began working on pension transfer business.

Jen’s main focus is to support the Senior Wealth Manager, Kaye Mullen, ensuring that our new business exceeds our compliance quality standards, she has a keen eye for technical detail and enjoys working on complicated client scenarios.