Archie Jackson
Trainee Paraplanner at Behavioural Finance
Based in Edinburgh, United Kingdom
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Seniority
Staff
Department
Finance & Accounting
Location
Edinburgh
Industry
Financial Services
Company size
32
Contact information
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a•••••••@behaviouralfinance.co.uk
Phone
5 credits+44 ••• •••• ••••
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Background
About Archie Jackson
I’m a driven and detail-oriented professional with proven experience in insurance account management and a strong academic foundation in Economics and Finance. At Gallagher, I manage insurance portfolios for diverse clients, focusing on delivering tailored solutions and maintaining seamless service from policy inception to renewal. My role demands a balance of financial oversight, client communication, and risk management, ensuring both operational efficiency and client satisfaction. With a degree in Economics and Finance from the University of Aberdeen, I have developed a deep understanding of financial analysis, economic forecasting, and ESG investing—equipping me to navigate evolving markets and investment landscapes with a focus on sustainability and responsible finance. I bring a range of transferable skills from previous customer-facing roles, including problem-solving, team collaboration, and time management. I am passionate about using these skills to support organisations in delivering value and maintaining high standards of service, while also embracing innovative approaches to finance and investment.
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