She is now responsible for managing her team of compliance specialists who check the suitability of advice provided by financial planners in the Group and educate and train financial planners to ensure that they have a thorough understanding of the Group’s compliance requirements. She really enjoys the teamwork within her team as they all help and support each other.
Julie has spent her working life in different roles within the financial services industry – these include Nationwide Estate Agents, a Manchester-based accountancy firm and Scottish Mutual Assurance. She also spent 13 years with the Sesame Bankhall Network as a Compliance Consultant prior to joining Paradigm. Julie is G60 qualified and holds the Diploma in Financial Planning.
Outside of work, Julie likes to keep fit and active, especially going for runs.