Carly Robbins

Paraplanner at Parafinity
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Contact Information
us****@****om
(386) 825-5501
Location
UK

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Bio

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Credentials

  • Certificate in Equity Release (ER1)
    Chartered Insurance Institute
  • Certificate in Long Term Care Insurance (CF8)
    Chartered Insurance Institute
  • Certificate in Mortgage Advice (CF6)
    Chartered Insurance Institute
  • Diploma for Financial Advisers (DipFA)
    Institute of Financial Services
  • Financial Planning Certificate (FPC 1, 2 and 3)
    Chartered Insurance Institute
  • Practitioner Certificate in Data Protection (PC.dp)
    PDP

Experience

  • Parafinity
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Paraplanner
      • Oct 2021 - Present

  • Caple Banks Ltd
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Paraplanner
      • Sep 2021 - Oct 2021

  • intelliflo
    • United Kingdom
    • IT Services and IT Consulting
    • 300 - 400 Employee
    • Client Cashflow Solutions Consultant - intelliflo planning
      • Mar 2021 - Aug 2021

      intelliflo planning lets you build, stress-test and adapt plans with minimal effort and maximum impact. Empower your clients in their financial life choices and experience the benefits for your business. intelliflo planning lets you build, stress-test and adapt plans with minimal effort and maximum impact. Empower your clients in their financial life choices and experience the benefits for your business.

  • i4C
    • United Kingdom
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Client Cashflow Solutions Consultant
      • May 2019 - Mar 2021

      i4C is an innovative software business, providing financial planners with an application enabling the creation of simple or complex cashflow plans. We want to help financial planners provide the best possible holistic advice for their clients, helping them to build valuable long lasting client relationships. The application is easy to use and engaging for everyone. Clients are now able understand the full impact of one or more particular courses of action and make informed life decisions with clarity and confidence. Show less

  • Ermin Fosse Financial Management LLP
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Senior Paraplanner
      • Jan 2018 - Apr 2019

    • Paraplanner
      • Jan 2015 - Dec 2017

  • Self employed
    • Paraplanner
      • May 2014 - Jan 2015

  • Intrinsic Financial Services
    • Data Security Officer
      • Jan 2014 - Apr 2014

    • Data Protection and Investigations Specialist
      • Jun 2012 - Jan 2014

    • Compliance Consultant
      • Jan 2011 - Jun 2012

  • St. James’s Place
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Business Assurance Officer
      • Oct 2009 - Jan 2011

  • Von Essen Consulting
    • International Customer Relationship Manager
      • Sep 2007 - Apr 2009

  • Zurich Insurance
    • Switzerland
    • Insurance
    • 700 & Above Employee
    • UK Account Sales Consultant
      • Mar 2006 - Sep 2007

    • Business Support Adviser
      • Nov 2003 - Mar 2006

    • Administrator
      • Sep 2000 - Nov 2003

Education

  • Swindon College
    A-Levels
    1998 - 2000
  • Hreod Parkway
    GCSE's
    1993 - 1998

Community

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