Kim Leonard FPFS MCSI
Senior Paraplanner & Team Leader at Lumin Wealth- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
United Kingdom, UK
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Credentials
-
Advanced Diploma in Financial Planning
Chartered Insurance InstituteDec, 2018- Nov, 2024 -
Award in Pensions Update
Chartered Insurance InstituteJan, 2016- Nov, 2024 -
Certificate in Discretionary Investment Management
Chartered Insurance InstituteDec, 2014- Nov, 2024 -
Certificate in Financial Planning
Chartered Insurance Institute -
Certificate in Mortgage Advice
Chartered Insurance Institute -
Diploma in Regulated Financial Planning
Chartered Insurance Institute
Experience
-
Lumin Wealth
-
United Kingdom
-
Financial Services
-
1 - 100 Employee
-
Senior Paraplanner & Team Leader
-
Aug 2022 - Present
-
-
-
-
Financial Planner
-
Jan 2018 - Aug 2022
-
-
-
-
Paraplanner
-
Jul 2016 - Jan 2018
-
-
-
-
Paraplanner
-
Apr 2014 - Jun 2016
-
-
-
JLT Group
-
Insurance
-
700 & Above Employee
-
Paraplanner - Wealth Management
-
Apr 2011 - Apr 2014
-
-
-
Alexforbes
-
South Africa
-
Financial Services
-
700 & Above Employee
-
Sales Support & Trainee Paraplanner
-
Jun 2010 - Apr 2011
-
-
Drawdown & Portfolio Review Administrator
-
Apr 2009 - Jun 2010
-
-
Project Administrator
-
Jul 2008 - Mar 2009
-
-
Sales Support - The Annuity Bureau
-
Apr 2008 - Jul 2008
-
-
-
Halifax
-
Banking
-
700 & Above Employee
-
Payout Clerk
-
Dec 2004 - Mar 2008
-
-
Education
-
1998 - 2003
Shirley High School
Community
You need to have a working account to view this content.
Click here to join now
