Freelance Chartered Paraplanner looking for new opportunities
samstrev
Member
My name is Samantha Strevens, a Paraplanner with Chartered status and over 23 years of experience in financial services. My current circumstances mean that I have got the capacity for further freelance work, and I am posting this here to see if anybody has any requirement for additional paraplanning help perhaps on an ad-hoc basis.
As an experienced paraplanner, I have a strong background in retirement planning, investment management and tax planning. I am adept at conducting research, preparing comprehensive reports, and supporting advisers in providing high-quality advice to their clients. I have worked with a number of adviser firms on both an employed and self-employed basis over the years
Thanks for reading!
Comments
> My name is Samantha Strevens, a Paraplanner with Chartered status and over 23 years of experience in financial services. My current circumstances mean that I have got the capacity for further freelance work, and I am posting this here to see if anybody has any requirement for additional paraplanning help perhaps on an ad-hoc basis.
>
> As an experienced paraplanner, I have a strong background in retirement planning, investment management and tax planning. I am adept at conducting research, preparing comprehensive reports, and supporting advisers in providing high-quality advice to their clients. I have worked with a number of adviser firms on both an employed and self-employed basis over the years
>
> Thanks for reading!
Thanks
Chris