Samantha Kilday DipPFS, CertPFS (Paraplanning)

Paraplanner at evolve wealth chartered financial planners
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Contact Information
us****@****om
(386) 825-5501
Location
Grimsby, England, United Kingdom, UK

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Bio

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Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Paraplanner
      • Dec 2016 - Present

    • Financial Administrator
      • Oct 2014 - Dec 2016

    • Trust Administrator
      • Oct 2013 - Sep 2014

    • United Kingdom
    • Facilities Services
    • 700 & Above Employee
    • Senior Contracts Admin
      • 2007 - Jul 2013

      My role at Mears included managing and oversees the admin team and ensure the department runs at a high standard. Preparing and paying invoices, ordering and overseeing fleet, paying wages, setting up spread sheets and doing a plan of works. Liaising closely with the manager and supporting where/if needed. Working with the clients of the contract, providing correct information and training on our system. I was the branch communicator at our Grimsby Branch, attending meetings around the country and then relaying back to the team on updates and information. Show less

    • United Kingdom
    • Facilities Services
    • 100 - 200 Employee
    • Repairs Administrator
      • Oct 2005 - Apr 2007

      Whilst working at PH Jones I gained Basic office skills such as, telephone answering, customer care, filing, emailing, minute taking, purchase ordering of stock, postal duties and general reception duties Whilst working at PH Jones I gained Basic office skills such as, telephone answering, customer care, filing, emailing, minute taking, purchase ordering of stock, postal duties and general reception duties

Education

  • Chartered Insurance Institute
    Level 4 Diploma in Regulated Financial Planning, Finance and Financial Management Services
    2023 - 2023
  • Chartered Insurance Institute
    Level 4 Diploma in Financial Planning, Finance and Financial Management Services
    2023 - 2023
  • Chartered Insurance Institute
    Level 4 Certificate in Paraplanning, Financial Planning and Services
    2020 - 2022
  • Chartered Insurance Institute
    Level 3 Certificate in Financial Services, Finance and Financial Management Services
    2021 - 2021
  • Chartered Insurance Institute
    Level 3 Certificate in Mortgage Advice, Mortgage Professional
    2018 - 2020
  • inspire 2 independance
    Level 3 in Management, Pass
    2015 - 2016
  • Grimsby College
    Diploma Level 3 in Childcare and Education, Early Childhood Education and Teaching
    2003 - 2005

Community

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