Mary Henderson

Financial Planner Team Leader at Radiant Financial
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Contact Information
us****@****om
(386) 825-5501
Location
UK
Skills

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Credentials

  • Diploma in Regulated Financial Planning
    CII

Experience

  • Radiant Financial
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner Team Leader
      • May 2022 - Present

  • IRVINE FINANCIAL SERVICES LTD
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Adviser
      • Oct 2016 - Mar 2023

      We are a long-established local company who provide financial advice on a wide range of areas.We specialise in:>Retirement Planning >Investments>Inheritance Tax and Estate Planning

    • Paraplanner/ Personal Assistant to Director
      • Jun 2006 - Oct 2016

      To complete a number of non-client facing tasks, involved in preparing and administering Financial Plans and/or report for clients. To provide both clerical and administrative support to ensure the smooth running of the firm.

  • SPECAL
    • Burford, Oxfordshire
    • Personal Assistant
      • Mar 2004 - Jun 2006

  • Edis Partnerships
    • Bristol, United Kingdom
    • Senior IT Training Officer
      • Jan 2000 - Nov 2002

  • NatWest
    • Banking
    • 700 & Above Employee
    • Various roles
      • Dec 1986 - Dec 1999

Education

  • Pilton Community College
    1977 - 1982

Community

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