Paraplanner
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I have been around the financial services industry since May 2020. I began my first diploma module alongside university studies. I finished at university in early 2022 and began working for a financial planning firm. Initially as a trainee and then a paraplanner.
I have relocated from Scotland to Cardiff.
Attending and interacting in client meetings
Requesting Letter of Authority Information
Researching financial products for clients
Suitability and review reports.
Very numerate and lots of experience in a range of software. Good communication with administrative and advising staff.
University of St Andrews, Experimental Physics.
Diploma in Regulated Financial Planning.
Straight A's in Scottish qualifications: Maths, Physics, Accountancy, English, Engineering, Chemistry
