Hello! My Name is Charlotte, I have recently started a new role as a Paraplanner with Andrew Hughes Wealth Management and have previously worked as a Paraplanner at The Platt Parnership in Mold and before that I worked as a trainee financial adviser at an IFA in Ellesmere Port. I have 5 years experience in the industry and am diploma qualified. This is the first time I have worked as the only Paraplanner so wanted to join this network fr support and offer it too where I can!
@Admin said:
If you've just joined the Big Tent please take a minute to say hello and introduce yourself. Simply add a comment below, you might like to include what sort of paraplanner you are, where you work & what you're interested in. Favourite chocolate bar is always a good start.
Good Morning All! Hope you're cosy today in this freezing weather
I have eight years' experience in the financial industry as a fund selector/investment analyst and this year I want to change my career and break into paraplanning. I recently became a CFA charterholder which I hope will give me a head start as I progress to achieve my diploma this year
So happy to have found this resource and looking forward to lots of future discussions with you all!
Comments
Hello! My Name is Charlotte, I have recently started a new role as a Paraplanner with Andrew Hughes Wealth Management and have previously worked as a Paraplanner at The Platt Parnership in Mold and before that I worked as a trainee financial adviser at an IFA in Ellesmere Port. I have 5 years experience in the industry and am diploma qualified. This is the first time I have worked as the only Paraplanner so wanted to join this network fr support and offer it too where I can!
Hi @CAMPritchard & welcome. You'll find lots of support here.
Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern.
Bonjour tout le monde
Good Morning All! Hope you're cosy today in this freezing weather
I have eight years' experience in the financial industry as a fund selector/investment analyst and this year I want to change my career and break into paraplanning. I recently became a CFA charterholder which I hope will give me a head start as I progress to achieve my diploma this year
So happy to have found this resource and looking forward to lots of future discussions with you all!