Hugo Day DipPFS

Paraplanner at Weatherbys Private Bank
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Contact Information
us****@****om
(386) 825-5501
Location
Richmond, England, United Kingdom, UK
Languages
  • English Native or bilingual proficiency
  • French Elementary proficiency
  • Chinese (Mandarin) Elementary proficiency

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Bio

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Credentials

  • (J12) Securities advice and dealing
    Chartered Insurance Institute
    Aug, 2023
    - Nov, 2024
  • Level 4 Certificate in Certificate in Securities Advice and Dealing
    Chartered Insurance Institute
    Aug, 2023
    - Nov, 2024
  • (FA5) Individual Savings Account Administration
    Chartered Insurance Institute
    Jun, 2023
    - Nov, 2024
  • Level 3 Certificate in Investment Operations
    Chartered Insurance Institute
    Jun, 2023
    - Nov, 2024
  • Level 4 Diploma in Regulated Financial Planning
    Chartered Insurance Institute
    May, 2021
    - Nov, 2024
  • (R04) Pensions & Retirement planning
    Chartered Insurance Institute
    Apr, 2021
    - Nov, 2024
  • (R06) Financial Planning Practice
    Chartered Insurance Institute
    Apr, 2021
    - Nov, 2024
  • (R05) Financial Protection
    Chartered Insurance Institute
    Mar, 2021
    - Nov, 2024
  • (R03) Personal Taxation
    Chartered Insurance Institute
    Jan, 2021
    - Nov, 2024
  • (R02) Investment Principles & Risk
    Chartered Insurance Institute
    Nov, 2020
    - Nov, 2024
  • (R01) Financial Services, Regulation & Ethics
    Chartered Insurance Institute
    Aug, 2020
    - Nov, 2024

Experience

  • Weatherbys Private Bank
    • United Kingdom
    • Banking
    • 100 - 200 Employee
    • Paraplanner
      • Jul 2022 - Present

    • Associate Paraplanner
      • Aug 2021 - Jul 2022

  • Handelsbanken
    • Sweden
    • Banking
    • 700 & Above Employee
    • Account Manager Support
      • Jul 2019 - Oct 2020

  • SPAR OXFORD ROAD (MANCHESTER) LIMITED
    • United Kingdom
    • Food and Beverage Services
    • Sales Assistant
      • Jun 2017 - Apr 2019

  • Hotlotz
    • Singapore
    • Retail
    • 1 - 100 Employee
    • Volunteer
      • 2015 - 2017

      Auction house, helped out with stock, auctions and events at the location. Auction house, helped out with stock, auctions and events at the location.

  • Centaurs
    • Singapore
    • Rugby coach
      • 2014 - 2016

Education

  • The Manchester Metropolitan University
    Bachelor's degree, Banking & Finance
    2016 - 2019
  • Tanglin Trust School
    iGCSE & A2 Levels
    2008 - 2016
  • King's School
    2006 - 2008
  • Newport Coast Elementary School
    2005 - 2006
  • Queen’s C of E Primary School, Kew
    2003 - 2004
  • The Mall School
    2002 - 2003

Community

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