Meriden Financial Planning has announced the promotion of Eleanor Jordan to the board of directors.
Ms Jordan joined the firm in January 2023, quickly making a name for herself by updating and streamlining the firm’s systems and processes, alongside her advisory role.
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The company has said that her dedication and willingness to take on additional responsibilities led to her appointment as director this month.
She will join Richard Oliver, Richard Chapman, and managing director Duncan Chance on the board.
At just 24, Ms Jordan became one of the youngest chartered financial planners in the country.
With eight years in the financial services industry, she specialises in working with female clients and professionals, using shared experiences to foster strong relationships and deliver excellent outcomes.
In her new role as director, the company has said that Ms Jordan is committed to evolving the business and ensuring top-quality client service, as well as taking responsibility for staff wellbeing and human resources.
She said: “At Meriden Financial Planning, our overall goal is to ensure client satisfaction is at the forefront of everything we do.
“By putting more time into our processes, we hope to drive efficiencies that create more time to spend on staff training and client outputs.
“In a sector with an aging workforce that has historically been slow to adapt to digitisation, I also want to use my directorship as an opportunity to embrace the latest technologies and processes within our business.”
Managing director, Duncan Chance, said: “We’re delighted to have appointed Eleanor as a director.
“It is very much deserved.
“She already contributes a lot to the business, and we are sure that this will continue.
“These are exciting times for Meriden Financial Planning.
“We are always wanting to invest in ambitious young talent.”