Jodie Burns

Paraplanner

Jodie joined Libertas in 2015 during which time she has progressed from Client Services Manager to Paraplanner. Jodie achieved her Level 4 qualification in just 12 months, which demonstrates both focus and determination. With extensive experience in client services, she plays a key role in operational management, ensuring our systems and controls meet client needs effectively.

As a paraplanner, Jodie supports our advisers by conducting in-depth research and technical analysis on tax and investments. She also collaborates closely with Sarah to provide comprehensive administrative support where needed, ensuring clients receive clear and concise information.

Outside of work, Jodie is kept busy by her lively 3 year old daughter, who most definitely keeps her on her toes.

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