Abigail Whittaker
Practice Supervisor and Paraplanner @Optasia Wealth Management Ltd
Chester, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Dec 2024 — Present
Practice Supervisor and Paraplanner @Optasia Wealth Management Ltd
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EDUCATION
2012 — 2015
Bangor University
Bachelor’s Degree, Accounting and Economics
N/A
LIBF
CeMap, Mortgages
2015 — 2016
LIBF
Diploma for Financial Advisers, Finance, General
SKILLS
InvestmentsFinancial AdvisoryOutlookMarketingMicrosoft ExcelPowerpointMicrosoft OfficeSalesTeamworkFinancial ServicesCustomer ServiceFinancePublic SpeakingAccountingResearchTime ManagementMicrosoft WordFinancial PlanningFinancial Analysis
ABOUT ABIGAIL WHITTAKER
Practice Supervisor and Pensions and Investments Paraplanner with over 9 years experience. Level 4 Diploma qualified with the London Institute of Banking and Finance. CeMap qualified. Joint honours degree in Accounting and Economics.
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