About me:

I can offer substantial experience within the financial industry

I am a great team player and always keen to give 100% to all the work that I undertake.

I currently work part-time and am seeking to increase my hours.

I am keen to progress and become a qualified Paraplanner given the opportunity.

I am conscientious and have great communication and written skills.


Trainee Paraplanner (part-time) from October 2018 at ACM Wealth Planning Ltd 
Compile advice sets for both individual and corporate clients

Writing suitability letters

Critical Yield Calculations

Group scheme administration, new joiners and leavers; scheme renewals and rebelling of schemes 

Use of Salesforce


FPC 1,2 & 3 1998-2002

BA (Hons) Apllied Economics 2:1 University of Hertfordshire 

3 A Levels: English Literature, B, Maths C and Economics D The Priory School, Hitchin


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