Administrator Jessica Green joined MPA Financial Management in 2018, to pursue a career in financial services.

After being with the company for three years, Jessica started on a two-year apprenticeship programme to work towards the Chartered Institute of Insurance (CII) Diploma in Regulated Financial Planning.

Currently taking a year out to focus on a family, Jessica is an administrator at MPA, looking after two Independent Financial Advisers (IFAs). She is also a ‘Super User’ for MPA’s Personal Finance Portal (PFP) for both colleague and client queries.

Jessica explains: “PFP is MPA’s online portal, which allows our clients to log on and see how their investments are doing. We also use the portal to send documents securely to clients for their reference or for remote signatures.”

Talking about her apprenticeship Jessica commented: “I had been at MPA for three years when my apprenticeship started and had already passed three exams, however I found them tricky. I thought the apprenticeship would offer me additional support when it came to revision and ultimately enable me to pass exams at a quicker pace.”

“We are invited to take part in bi-weekly revision sessions with a Skills Edge trainer to help build on our knowledge ready for the exams and the MPA team are all really supportive. It’s been really helpful and a highlight has been passing my R01 in August last year.”

With a Financial Adviser for a father and a mother who worked in insurance prior to having Jessica and her sister, it seems that financial management is in her genes! Jessica added: “If you would like to have additional support when starting your exams then I would say an apprenticeship is a great way to do it as you can gain qualifications while learning in the role.

“I love that the job is so varied and no two days are the same. I hope to gain my CII Diploma in Regulated Financial Planning and progress within in MPA to either a Paraplanner or a maybe Financial Adviser based role, like my dad.”

For more information about training and development opportunities at MPA, visit our careers page.