Lucy Molina | Acumen Financial Partnership

Lucy Molina

T: 0151 520 4353

E: lmolina@acumenfinancial.co.uk

I am the newest member of the Acumen Team having joined the business in July 2017. I have spent 5 years in retail services and I have now taken up a position as Trainee Financial Planning Co-ordinator within Acumen. I am excited to bring with me the customer service skills I have gained to ensure our clients get the best possible service over the phone and during their visit to the office.

As a new trainee member of Acumen, I provide administration support to all members of the Acumen team, which includes welcoming clients, producing portfolio valuations and answering customer queries. I am excited to see where this new career in finance can take me as I am enjoying my role and am keen to progress.

During my first year at Acumen, I have found that my education has been extremely thorough and has helped me to progress at a faster pace than expected. Acumen is committed to ensuring the new starters learn as much as possible to help them move up within the team. This covers everything from allowing for study leave, to experienced advisers within the team assisting me with my studies. Acumen already has three ‘home-grown advisers’ and seeing them reach their full potential motivates me to continue working towards my goal.

I currently live in Rufford with my family. In my spare time I enjoy walking, cycling and attend spinning lessons at my local gym. I enjoy socialising with my boyfriend, friends and family and I do freelance beauty as a hobby outside of work.