
Rebecca Carter
Accounting / Finance
About Rebecca Carter :
I’ve been working in financial services for over 20 years, and I am a career paraplanner. I enjoy the flexibility of working from home, as it definitely helps with family life!
Experience
FPC 1, 2 & 3
JO1, J06, CF5
Education
Taking the exams listed previously.
I am currently working for Brown Shipley, and have been since my previous employer NW Brown was taken over by them over 2 years ago.
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Jobs near Cambridge, Cambridge District, Cambridgeshire
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Paraplanner
3 weeks ago
Capio Recruitment HuntingdonWe are seeking an experienced proacitve Paraplanner join our clients Chartered Financial Planning Firm. · Analyse client data using research tools. · Prepare suitability letters. · ...
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Senior Paraplanner
1 week ago
Jobster CambridgeWe're looking for an experienced Senior Paraplanner to provide high-quality technical and research support to Wealth Planners, · Conduct in-depth research and analysis across a range of financial planning solutions. · Prepare clear, accurate, and compliant suitability reports and ...
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Paraplanner
3 weeks ago
Cameron Kennedy Cambridge, EnglandWe are seeking an experienced Paraplanner to join our Cambridge Wealth Planning team. · Conduct detailed research and analysis across a full range of financial planning products. · Prepare accurate cashflow models and suitability reports that inform client recommendations. · ...