Meytal Smyth DipPFS, CeMAP
Paraplanning Manager at Reeves Financial- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Horsham, England, United Kingdom, GB
Languages
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Hebrew Native or bilingual proficiency
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English Full professional proficiency
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Credentials
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Certificate in Discretionary Investment Management
Professional Financial Services (PFS)Feb, 2021- Nov, 2024 -
Certificate in Equity Release
Chartered Insurance InstituteApr, 2017- Nov, 2024 -
Diploma in Regulated Financial Planning
Chartered Insurance InstituteNov, 2016- Nov, 2024 -
Certificate in Life and Pensions
Chartered Insurance InstituteSep, 2016- Nov, 2024 -
CeMAP - Certificate in Mortgage Advice and Practice
Institute of Financial Services -
Mortgage Professionals (MP)
Chartered Insurance Institute
Experience
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Reeves Financial
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United Kingdom
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Financial Services
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1 - 100 Employee
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Paraplanning Manager
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Sep 2022 - Present
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Omnium Wealth Management
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United Kingdom
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Financial Services
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1 - 100 Employee
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Senior Paraplanner
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Jan 2019 - Sep 2022
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bdhSterling
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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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Jun 2017 - Dec 2018
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Paraplanner
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Oct 2015 - Jun 2017
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Life and Pensions Insurance Case Manager
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Nov 2009 - Feb 2015
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Life and pension insurance assistant
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Sep 2008 - Nov 2009
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Operations Manager
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Oct 2006 - Sep 2008
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Military Sergeant
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Apr 2002 - Jan 2004
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Education
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2007 - 2010
Netanya Academic College
Bachelor of Arts (B.A.), Insurance
Community
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