Laura Dean CFP MCSI DipPFS

Operations & Marketing Director at Balance: Wealth Planning Limited
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Contact Information
us****@****om
(386) 825-5501
Location
UK

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Credentials

  • CISI Level 6 Diploma in Financial Planning
    Chartered Institute for Securities & Investment (CISI)
    Feb, 2015
    - Nov, 2024
  • CII Diploma in Financial Planning
    Chartered Insurance Institute
  • Certified Financial Planner CFP Member
    Chartered Institute for Securities & Investment (CISI)

Experience

  • Balance: Wealth Planning Limited
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Operations & Marketing Director
      • Feb 2022 - Present

      As Operations & Marketing Director I provide support to the whole team, ensuring that we deliver a brilliant and efficient service to our clients, which in turn allows our clients to reach their lifetime goals.I oversee business processes, answer any queries that members of the team might have to ensure that everything runs smoothly. I get involved in all parts of managing the business and help improve the service that we offer to clients wherever possible.I also organise the marketing for the business, responsible for Balance: Wealth Planning's communications, overall image and branding. Show less

    • Operations Manager
      • Mar 2018 - Feb 2022

  • Nelsons
    • United Kingdom
    • Law Practice
    • 100 - 200 Employee
    • Independent Financial Advisor
      • Nov 2015 - Mar 2018

    • Paraplanner
      • Oct 2013 - Nov 2015

  • thomsons online benefits
    • London, United Kingdom
    • Corporate Paraplanner
      • Feb 2013 - Oct 2013

  • Towergate Financial (East) Ltd
    • Corporate Paraplanner Team Leader
      • Oct 2012 - Mar 2013

  • Towergate Financial East
    • Paraplanner
      • May 2011 - Oct 2012

  • RBC Brewin Dolphin
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Administrator/Trainee Paraplanner
      • Sep 2010 - Dec 2010

  • Adcock Financial
    • Nottingham, United Kingdom
    • Senior Administrator & Trainee Paraplanner
      • Mar 2007 - May 2010

Education

  • The Joseph Whitaker School
    2001 - 2006

Community

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