Rochelle Fielding
Paraplanning Manager
Talent
Leeds, LeedsMember since June 4, 2024
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About
Looking after a team of paraplanner who produce technical financial planning reports.
Experience
I’m ver 24 years in the Financial Services Industry doing jobs from Provider Representative, administrative duties and Paraplanning.
Basic pension and investment planning to more complicated IHT planning and tax reduction.
Education
Dip PFS
Cert CII MP & ER
Long Term Care
BA Hons Management and Organisation Studies.
