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Contact Us
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Jessie Mahoney

Jessie Bull

Senior Paraplanner, Chartered
Maidstone
My office information
01622 767676

I have been a Paraplanner for more than 10 years and have over 15 years’ experience in financial planning. I started my career in administration and progressed through various roles from a Paraplanner to a Team Leader and then Manager. However, my love is for Paraplanning, and I joined Crowe in May 2019 to pursue my career solely as a Paraplanner.

I have achieved Chartered status by completing the CII Level 6 Advanced Diploma in Financial Planning and during my studies over the years, I have also obtained the following certifications:

  • CII Level 4 Certificate in Discretionary Investment Management – CertPFS (DM)
  • CII Level 4 Certificate in Securities Advice and Dealing – CertPFS (Securities)
  • CII Level 4 Diploma in Regulated Financial Planning - DipPFS.

About me

What’s the best thing about Crowe Financial Planning?
We all want to achieve the same goal, which is to ensure our clients receive the best possible outcome and we achieve this by helping each other and being team players.
Tell me about your role?

I am a Senior Paraplanner and Julian Hanrahan’s Financial Planning Executive (FPE).

This involves attending client meetings to discuss their current and future objectives, formulising a strategy to meet those objectives and outlining our research and recommendations in a report for our client which is clear and concise.

What is important to me when delivering client service?
That the client is satisfied and I have done everything possible to ensure that our client’s questions have been dealt with efficiently and they experience a smooth journey throughout the initial advice process and on an ongoing basis.
What do you enjoy most about your role?

Meeting new people and the varied research that I have to undertake. No client is the same and therefore, each meeting and subsequent recommendation report are different.

You are constantly learning on the job.

What matters to you most in three words?
Family, success and health.