Home
>
Professionals
>
Hitchin
>
Administrative

Social


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.

Experience

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

Education

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

 

Other users who are called Cheryl

Administrative profesionals

Professionals from different sectors near Hitchin, North Hertfordshire District, Hertfordshire