Jillian Smith
About Jillian Smith
Jillian Smith is a Financial Planning Manager with expertise in creating tailored financial plans for clients. She has a background in customer service and has worked at Nationwide Building Society, contributing to financial literacy programs and strategic planning initiatives.
Work at Nationwide Building Society
Jillian Smith has served as a Financial Planning Manager at Nationwide Building Society since 2017. In this role, she has been instrumental in implementing strategic financial planning initiatives that align with the organization's goals. Her expertise in developing comprehensive financial plans tailored to individual client needs has contributed to the overall effectiveness of the financial services offered by the institution.
Education and Expertise
Jillian Smith studied at the University of Strathclyde, where she earned a Bachelor of Arts (B.A.) in Foreign Languages and Literatures from 2009 to 2013. She furthered her education at The London Institute of Banking & Finance, completing a program in Financial Planning and Services from 2016 to 2017. This educational background supports her expertise in financial planning and enhances her ability to communicate complex financial concepts.
Background in Customer Service
Jillian Smith has a strong background in customer service, having worked as a Customer Service Representative at Sky from 2012 to 2013. This experience has equipped her with the skills necessary to effectively communicate with clients and address their financial needs. Additionally, she served as a Personal Banking Manager from 2013 to 2017, further solidifying her customer service capabilities within the financial sector.
Contributions to Financial Literacy Programs
Jillian Smith has contributed to the enhancement of financial literacy programs within her organization. Her involvement in these initiatives reflects her commitment to improving financial understanding among clients, which is crucial for effective financial planning and management.