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Lucy Phillips

Lucy Phillips

Paraplanner

Accounting / Finance

Rumney, Cardiff

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About Lucy Phillips:

I have been around the financial services industry since May 2020. I began my first diploma module alongside university studies. I finished at university in early 2022 and began working for a financial planning firm. Initially as a trainee and then a paraplanner. 

I have relocated from Scotland to Cardiff. 

Experience

Cash flow modelling

Producing reports for clients

Attending and interacting in client meetings

Requesting Letter of Authority Information

Researching financial products for clients

Suitability and review reports. 

Very numerate and lots of experience in a range of software. Good communication with administrative and advising staff. 

Education

University of St Andrews, Experimental Physics. 

Diploma in Regulated Financial Planning.

Straight A's in Scottish qualifications: Maths, Physics, Accountancy, English, Engineering, Chemistry

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