Lynn Jane Orgee
Paraplanning Administrator
Introducing Lynn
Lynn has been working in Financial Services since 1996, starting as an administrator, progressing to paraplanner and then adviser. Over the years she leant more towards Paraplanning as she enjoys the technical aspect of report writing. However, now in her twilight years, she was delighted to be offered the role she is currently in. Day to day, Lynn administers client records, processes any investments or withdrawals and prepares suitability reports for these processes.
Tell me more
What do you enjoy most about your job?
I enjoy client contact, learning and working as part of a team
How do you like to spend your time outside of work?
With my family, holidays, going to the theatre and Motor racing
One thing that is guaranteed to make your day better…
Sunshine and no traffic to get to work!
What made you decide to do the work you’re currently doing?
I had considered retiring but it wasn’t what I expected!! So after a chance phone call I was offered the position I am now in.
What is one personal rule that you never break?
Always be kind to all
What would your specialist subject be on Mastermind?
Probably Motor Racing
Ready to take the next step?
Our first meeting is free of charge and without obligation. A Chartered Financial Planner will listen to your situation and explain exactly how we can help.