News

7 March 2022

Championing Diversity | International Women's Day at Carbon - Felicity Jones

International Women’s Day is one of the largest employee engagement events in the world today. Many leaders, employees, customers, students, and community stakeholders worldwide seek to live in a world where women, are treated equally, enjoy opportunities of leadership, and can receive equal rights and access.

As a people focused organisation and an employer of several women in key roles, Carbon is using the opportunity of International Women’s Day 2022 to celebrate the achievements of our team, showcase their talents and help #breakthebias in the finance industry.

In this edition of our International Women’s Day series, we speak to Trainee Financial Planner, Felicity Jones, about her role, her achievements and inspiration.

What does your role involve?

I’m a trainee financial planner based in Carbon’s Edinburgh office. My role involves supporting the financial planners, attending client meetings, and assisting with meeting preparation and follow up with a view to taking a lead in client relationships in the future.

What do you enjoy about your job?

I really like the diversity of working with so many different clients and assisting across the whole planning team. I get to meet with a broad range of families and individuals who all have different lifestyles and queries about their finances. Also, when you realise that you have made a positive impact on their lives, it’s really rewarding.


Can you tell us about something you are particularly proud of?

I’m originally from Northwest England, so when I decided to pack up my life and move to Scotland, it was a bit of a leap to make. I also started my role with Carbon at the time, so it was a period of complete change and I’m proud of how I organised and handled the transition. I’m also so glad I took the plunge, as I love where I’ve ended up and working for Carbon.

Tell us about a woman you know who inspires you

In the public eye, I admire Sandy Toksvig, I love her intelligence, breadth of interests and quick wit. I hope I pull some of that off myself, but I’m not sure I’m fooling anyone!

How did you get into the financial planning industry?

I studied an unrelated degree and ended up finding work in a financial advisory firm in an entry level admin function. It was there that I found a passion for the industry which has led me to working with Carbon, originally as a paraplanner and then progressing to the role I’m in now.


Why would you encourage other women to join the industry?

Of course, I’m generalising here, but women often have great soft skills which are so valuable in building trusting relationships with clients. I also think it’s great for women in general to ensure they have a good financial education. We know that there is a gender pension gap in the UK so improving financial education for women is particularly important.

Sign-up for our Carbon Catch-Up Newsletter.

Signup

Sign-up for our Carbon Catch-Up Newsletter.

* indicates required

Carbon Financial will use the information you provide on this form to keep in touch with you and to provide updates and marketing. Please indicate below that you are happy to receive our updates in the future:

You can change your mind at any time by clicking the unsubscribe link in the footer of any email you receive from us, or by contacting us at alison.whyte@carbonfinancial.co.uk. We will treat your information with respect. For more information about our privacy practices please visit our website. By clicking below, you agree that we may process your information in accordance with these terms.

We use Mailchimp as our marketing platform. By clicking below to subscribe, you acknowledge that your information will be transferred to Mailchimp for processing. Learn more about Mailchimp's privacy practices here.

Contact us today...

We have offices in Edinburgh, Glasgow, Aberdeen, Perth and London. You can contact us at any of our offices, or by email.

Carbon Financial Partners Limited is authorised and regulated by the Financial Conduct Authority. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

The Financial Conduct Authority does not regulate some forms of tax advice.
Registered in Scotland #SC386400.
Registered Office: 61 Manor Place, Edinburgh EH3 7EG, Scotland.
© Carbon Financial Partners 2022
www.financial-ombudsman.org.uk

Client Account | Personal Finance Portal | Privacy Notice | Cookies

Site designed and developed by Art Department