Jackie Neil

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Jackie started her career in the financial services industry joining a high street bank in 1995 after leaving Prestwick Air Traffic Control and moving South. She was spotted for her love of helping clients and she quickly progressed to Trainee Financial Adviser and successfully completed her Financial Planning Certificate. After a few years working as a tied agent Jackie moved to Independent Advisers, Towry Law, where she built up valuable experience and later took that experience to Parnell Fisher Child where she was responsible for Group Scheme business.

Jackie joined Retirement and Investment Solutions after having career break to have her two little boys, Finlay and Tommy. She originally started with the company to provide extra support on a flexible basis but her enthusiasm and commitment was recognized and she has since become an invaluable member of the team.

Jackie not only deals with clients on a daily basis but is also our Operation Manager where she is responsible for the smooth running of the company’s internal procedures, including all personnel related matters. She also leads any special projects such as arranging seminars, internal management issues and the companies advertising and communication processes.

I live an incredibly hectic life and embrace the work hard, play hard philosophy. Having two little boys makes life interesting and I love the fact my position at RIS allows me to be an important part of the team but also gives me the flexibility to spend quality time with Finlay and Tommy. I have a small obsession with shoes and handbags and if there is ever a delivery made to the office it’s bound to be some internet shopping for me!"

Qualifications

• Financial Planning Certificate
• Mortgage Advice and Practice Certificate