Jing Ye
Chartered paraplanner
Talent
Cheltenham, GloucestershireMember since July 14, 2023
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About
CII Level 6 Advanced Diploma in Financial Planning - Chartered Financial Planner
AF7- Pension Transfer Specialist
Investment planning, Retirement planning, Tax and Estate planning.
Flexible, quick and proven logical thinking with outcome based approach and problem solving skills
Good understanding of compliance
Extensive experience in client servicing, report writing, process improving & managing a small team
Experience
Over 10 years working experience in Financial Planning.
Education
Master degree in Financial Service
