Are you looking for outsourced Paraplanning?
jayt
Member
Good evening,
I have been with my current firm as a Senior Paraplanner for nearly 5.5 years and am now looking to launch myself into freelance work as I am ready to take the wheel on my future even more so as I creep closer to 30!
I am Diploma qualified with the CII since 2021 and have since passed the following level 6 units - AF5 and UP1 - as I continue studying towards the Advanced Diploma.
My technical experience is broad and I currently handle cases such as tax advantaged wrappers, pension switching, carry forward/tapered annual allowance calculations, pensions transfers, investment replacements as well as annual suitability letters, fund switches and new pensions/investments.
I have also been responsible for producing a Centralised Investment Proposition and providing training and mentoring to other staff members.
Outside of work I’m impartial to long walks, reading books on mindfulness and travelling as much as life and its responsibilities permit (managed 7 trips last year!).
If you are still with me, and are considering some additional support with your Paraplanning responsibilities please get in touch as I would love to discuss how we could work together.
E: paraplanX@gmail.com
Happy to provide my contact number following your initial enquiry.
Many thanks
I have been with my current firm as a Senior Paraplanner for nearly 5.5 years and am now looking to launch myself into freelance work as I am ready to take the wheel on my future even more so as I creep closer to 30!
I am Diploma qualified with the CII since 2021 and have since passed the following level 6 units - AF5 and UP1 - as I continue studying towards the Advanced Diploma.
My technical experience is broad and I currently handle cases such as tax advantaged wrappers, pension switching, carry forward/tapered annual allowance calculations, pensions transfers, investment replacements as well as annual suitability letters, fund switches and new pensions/investments.
I have also been responsible for producing a Centralised Investment Proposition and providing training and mentoring to other staff members.
Outside of work I’m impartial to long walks, reading books on mindfulness and travelling as much as life and its responsibilities permit (managed 7 trips last year!).
If you are still with me, and are considering some additional support with your Paraplanning responsibilities please get in touch as I would love to discuss how we could work together.
E: paraplanX@gmail.com
Happy to provide my contact number following your initial enquiry.
Many thanks