Qualifications
Jay Tallis
Senior Paraplanner
Jay has worked in financial services for 17 years, spending 15 of those as a paraplanner.
In his role, he discusses cases with the financial planners, investigates and researches appropriate solutions, prepares annual planning meetings and new business packs, and then implements recommendations.
At the weekend
In his free time, you can usually find Jay watching football and cricket, especially when it’s Liverpool F.C. playing. He’s also into travelling, reading, writing, politics and trying different kinds of food.