Natallie Jack Certpfa

Natallie Jack CertPFA is an accomplished professional in the financial services sector, currently serving as Network Agency Manager at both ValidPath and Rimbal since April 2023. With a diverse background, Natallie has held roles such as Centre Co-Ordinator at The Business Community @ Glan Afan and Trainee Paraplanner at Carpenter John Financial Services. Previous experience includes Client Relationship Officer at Portfolio Wealth Management (UK) and Administration Manager at both DIRECT WEALTH MANAGEMENT LIMITED and Heartley’s Administration Ltd, where important tasks involved client servicing, report writing, and team management. Natallie's expertise is bolstered by a Bachelor's degree in Business, Management, Marketing, and Related Support Services from the University of Wales Trinity Saint David.