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Jing Ye

Jing Ye

Chartered paraplanner
Cheltenham, Gloucestershire

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About Jing Ye:

CII Level 6 Advanced Diploma in Financial Planning - Chartered Financial Planner
AF7- Pension Transfer Specialist

Investment planning, Retirement planning, Tax and Estate planning.

Flexible, quick and proven logical thinking with outcome based approach and problem solving skills

Good understanding of compliance

Extensive experience in client servicing, report writing, process improving & managing a small team
 

Experience

Over 10 years working experience in Financial Planning. 

Education

Master degree in Financial Service 

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