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