Emma Perkins, DipFA

Trainee Financial Adviser at Baggette & Company Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Bournemouth Area, GB

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5.0

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Hayley Rabbets

Emma is simply amazing. She is a hard worker and always strives to be the best she can be. If she doesn’t know how to do something, she’ll find out. She asks smart and relevant questions and has a hunger for knowledge. She can turn her hand to anything and I have enjoyed watching her grow in her role as Trainee Paraplanner. Thank you for all your hard work under my Management Emma. You made managing the team easy and were always on hand to stand in for me when required. I see a really bright future.

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Credentials

  • DipFA
    The London Institute of Banking & Finance
    Aug, 2019
    - Nov, 2024
  • R01 Financial Regulation and Ethics
    Chartered Insurance Institute
    Dec, 2017
    - Nov, 2024
  • Certified Professional in Financial Advice
    The London Institute of Banking & Finance
    Oct, 2022
    - Nov, 2024

Experience

  • Baggette & Company Wealth Management
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Trainee Financial Adviser
      • Sep 2022 - Present

  • The Verve Group
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Trainer
      • Jul 2021 - Sep 2022

  • Atkins Bland Limited
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Paraplanner
      • Jul 2019 - Jul 2021

  • Baggette & Company Wealth Management
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Trainee Paraplanner
      • Jul 2018 - Jun 2019

      I am Trainee Paraplanner and currently studying towards my DipFA qualification, I Provide planning support to our senior advisory team and clients, whilst being mentored by our Director of Technical Services. I am Trainee Paraplanner and currently studying towards my DipFA qualification, I Provide planning support to our senior advisory team and clients, whilst being mentored by our Director of Technical Services.

  • Baggette & Company Wealth Management Ltd
    • Business Support
      • Feb 2018 - Jun 2019

  • St Barts Finance Ltd
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Client Relationship Manager
      • Mar 2017 - Feb 2018

      I was a client relationship manager at Stbarts on a 2 year training programme to be a fully qualified financial adviser. unfortunately I was made redundant I was a client relationship manager at Stbarts on a 2 year training programme to be a fully qualified financial adviser. unfortunately I was made redundant

  • Tilney Group
    • United Kingdom
    • Financial Services
    • 100 - 200 Employee
    • Client Services Associate
      • Oct 2014 - Mar 2017

      I started off at Ashcourt Rowan in 2014, In 2015 we were acquired by Towry and now TilneyI have spent the last year helping with the integration of Ashcourt Rowan clients. Being the 'go to' person for any Ashcourt Rowan legacy queries. I have also helped the team understand the AR processes. I now look after 2 Financial advisers on a day to day basis processing scripts, preparing valuations, processing new business and helping service existing clients. I prioritise my workload but have to allow room for anything that is given to me throughout the day. I will also speak to clients on a daily basis regarding anything from progress statuses to general enquiries. I am currently studying for the diploma in financial services and hope to do my first exam in 2 months time. Once qualified I will peruse my career goal to be a Financial Adviser

Education

  • The London Institute of Banking & Finance
    -
  • Christchurch 6th form
    A levels, Business Studies, drama, psychology
    2004 - 2006
  • The Grange Comprehensive school
    1999 - 2004

Community

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