PJM PARAPLANNING AND CONSULTANCY SERVICES - Key Persons
I first joined the Financial Services industry in 1996 when I became a Building Society Sales Assistant, having started studying the FPC qualifications I moved to a local firm of Solicitors in 2001 as Personal Assistant to the Head of Financial Services, within a year I was promoted to Trainee Financial Adviser and soon after Financial Adviser with my own clients. I spent 10 years as an adviser, always studying and in 2011 reached CII Chartered Status, I have since taken additional qualifications.
I started my career in Financial Services in January 1988 as an Adviser and have conducted various roles since then, including Adviser Technical Support and Pension Transfer Specialist. I am a Fellow of the Personal Finance Society.
Joined the financial services industry in January 1991, and having worked in various roles, from Administration to Technical Paraplanning and Advising, this included working for IFAs in a holistic manner.