Aaron Whitburn
Paraplanner @David Williams Ifa Chartered Financial Planners
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WORK HISTORY
Paraplanner @David Williams Ifa Chartered Financial Planners
Northamptonshire, GB
Supporting an experienced senior adviser in all aspects of technical paraplanning and support administration, while utilising my strong sales background, particularly in B2C, to bring a client-centric approach to every aspect of my role.Having completed the Level 4 Diploma in Regulated Financial Planning in just 8 months, I am now working to obtaining Chartered Status within a year, with the long-term goal of becoming a fully qualified adviser and a Fellow of the Personal Finance Society.My focus is on honing my technical expertise, expanding my advisory skills, and ultimately transitioning into a role where I can provide official recommendations while driving the best outcomes for clients.
EDUCATION
Sutton Grammar School
Maths, Further Maths and Government & Politics
ABOUT AARON WHITBURN
As a Business Development Manager at MI-GSO | PCUBED, I work with established and challenger banks and investment firms to support them in delivering projects that are critical to business success and efficiency. I leverage my client-focused, solution-driven approach to balance customer needs and commercial priorities in challenging environments.With over 6 years of experience in B2B and B2C financial services, I have strong skills in sales generation, relationship management and presenting to senior decision makers. Leading on strategic accounts, I\'ve grown them substantially, with one being taken from £250m to £1.1bn in AUM, as well as re-engaging with previous contacts and dead leads to secure further business. For education, I have completed the IOC I and IMC I & II, and am currently working towards my Level 4 Diploma in Regulated Financial Planning.
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