Emma Bolam CertPFS
Paraplanner at Taylor Made Financial Planning- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Salisbury, England, United Kingdom, UK
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Experience
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Taylor Made Financial Planning
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United Kingdom
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Financial Services
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1 - 100 Employee
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Paraplanner
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Nov 2022 - Present
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Client Services Manager
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Nov 2018 - Nov 2022
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Client Services Administrator
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Jun 2018 - Nov 2018
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Cunningham Lindsey
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United States
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Insurance
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700 & Above Employee
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Supply Chain Assistant
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Aug 2017 - May 2018
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React Support Services
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Capital Markets
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Support Worker
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Nov 2016 - Aug 2017
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Enham Trust
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United Kingdom
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Non-profit Organizations
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1 - 100 Employee
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Care Assistant
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Mar 2016 - Sep 2016
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Administrative Assistant/Steward
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Aug 2015 - Mar 2016
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Ferntree Gully cricket Club
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Australia
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Spectator Sports
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Milo Coaching
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Nov 2009 - Mar 2010
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Education
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2022 - 2023
Chartered Insurance Institute
Paraplanning, Paraplanning -
2022 - 2022
Chartered Insurance Institute
R03 Personal Taxation, Pass -
2021 - 2021
Chartered Insurance Institute
R01 Financial services, regulation and ethics, Financial Planning and Services -
2013 - 2016
University of Winchester
Psychology -
Chartered Insurance Institute
R02, Investment Principles and Risk
Community
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