Magdalena Lietzau
Paraplanner at National Friendly Financial Solutions- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
UK
Languages
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English Native or bilingual proficiency
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Polish Native or bilingual proficiency
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Credentials
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R04 Pensions and Retirement Planning
Chartered Insurance InstituteMay, 2022- Nov, 2024 -
R05 Financial Protection
Chartered Insurance InstituteJul, 2021- Nov, 2024 -
RO2 Investment principles and risk
Chartered Insurance InstituteFeb, 2020- Nov, 2024 -
RO1 Financial services, regulation & ethics
Chartered Insurance InstituteSep, 2019- Nov, 2024 -
Writing a Press Release
LinkedInFeb, 2018- Nov, 2024 -
CF1 UK Financial Services, Regulation and Ethics
Chartered Insurance InstituteFeb, 2017- Nov, 2024
Experience
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National Friendly Financial Solutions
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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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May 2022 - Present
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Close Brothers Asset Management
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United Kingdom
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Financial Services
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500 - 600 Employee
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Assistant Paraplanner
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Mar 2021 - May 2022
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Client Service Executive
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Jun 2019 - Mar 2021
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Diligenta - a subsidiary of Tata Consultancy Services
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United Kingdom
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Financial Services
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700 & Above Employee
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Senior Customer Service Representative
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Mar 2018 - Jun 2019
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Lloyds Banking Group
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United Kingdom
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Financial Services
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700 & Above Employee
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Senior Customer Advisor
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Feb 2016 - Mar 2018
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Bath College
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United Kingdom
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Education Administration Programs
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200 - 300 Employee
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Information and Enrolment Assistant
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May 2014 - Feb 2016
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Tesco
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United Kingdom
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Retail
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700 & Above Employee
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Cash Office Assistant
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May 2012 - Apr 2014
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Wyższa Szkoła Zarządzania i Bankowości w Poznaniu
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Poland
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Higher Education
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1 - 100 Employee
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Online Courses Administrator
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Dec 2001 - Dec 2011
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Education
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City of Bristol College
Level 5 Extended Diploma in Management and Leadership -
Uniwersytet im. Adama Mickiewicza w Poznaniu
Bachelor's degree, English Language and Literature -
Uniwersytet im. Adama Mickiewicza w Poznaniu
Master's degree, Polish Language and Literature with Journalism
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