Experience

Regentia Lifestyle Planning Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Office Manager

  • Jul 2019 - Present

  I Lead a team of paraplanners and administrators to support our 6 financial advisers. Created the Centralised Investment Proposition and Centralised Retirement Proposition. I’m also member of the Investment Committee overseeing company decisions regarding the CIP and CRP.I also make sure the research tools, Cash Flow Modelling and Suitability Reports that Regentia Lifestyle Planning uses are the best available to help give our clients the full picture of the financial circumstances.

• Paraplanner

  • Feb 2017 - Jul 2019

  Joined Regentia Lifestyle Planning when IFM Ltd merged with Regentia. Admin support and then Senior Administrator, in charge of a small admin department from February 2017 to February 2018. From February 2018 I have been the company paraplanner, specialising in pension switching, investments and protection suitability reports.



Independent Financial Management Ltd

• Financial Services
• 1 - 100 Employee

• Administrative Assistant

  • Jun 2012 - Feb 2017

  Started in 2012 as an apprentice. This led to becoming admin support to 3 IFA’s. I built up valuable knowledge of different products on the market and became a valuable member of the team. Started in 2012 as an apprentice. This led to becoming admin support to 3 IFA’s. I built up valuable knowledge of different products on the market and became a valuable member of the team.