Danielle Lisseman

Paraplanner at Radiant Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Worcester City, England, United Kingdom, UK
Skills

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Bio

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Credentials

  • Learning Study Skills
    LinkedIn
    Mar, 2022
    - Nov, 2024

Experience

  • Radiant Financial
    • Financial Services
    • 1 - 100 Employee
    • Paraplanner
      • Nov 2021 - Present

      Providing a paraplanning function to planners ensuring client service and compliance are delivered at all times. Providing a paraplanning function to planners ensuring client service and compliance are delivered at all times.

  • Professional Practice Services
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Services Administrator
      • Dec 2018 - Oct 2021

  • atomos wealth
    • United Kingdom
    • Financial Services
    • 100 - 200 Employee
    • Client and Adviser Support
      • Jun 2017 - Nov 2018

  • A-Plan Insurance
    • United Kingdom
    • Insurance
    • 700 & Above Employee
    • Consultant
      • Dec 2016 - Jun 2017

  • Lloyds Banking Group
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Customer Service Consultant
      • Feb 2013 - Dec 2016

      Working with customers to meet their personal financial needs Working with customers to meet their personal financial needs

  • Dorothy Perkins, Arcadia
    • worcester UK
    • Sales Advisor
      • Aug 2012 - Feb 2013

      Advised customers on fit and colour Dealt with customer enquiries and complaints Managed other staff as a sunday supervisor Opened account cards to hit weekly targets Worked on figures to see how the store was performing seperately and as part of the area Advised customers on fit and colour Dealt with customer enquiries and complaints Managed other staff as a sunday supervisor Opened account cards to hit weekly targets Worked on figures to see how the store was performing seperately and as part of the area

  • Monsoon
    • worcester UK
    • Sales Advisor
      • Sep 2010 - Jul 2012

Education

  • The University of Wolverhampton
    BA, Fashion Accessories
    2009 - 2012
  • Christopher Whitehead High School
    8 GCSEs of grade B and above
    2002 - 2007

Community

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