Dan Smith
Paraplanner @Kingswood Group
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WORK HISTORY
Paraplanner @Kingswood Group
EDUCATION
The Manchester Metropolitan University
Business Management with Law
ABOUT DAN SMITH
Business Management with Law (with placement) Graduate who achieved a First Class Honours. Currently working at KW Wealth Planning Ltd as a Review Team Assistant, a role in which I produce report packs for clients outlining the performance of their financial plans & portfolios over the previous year. Also a part of the troubleshooting team, to get to the bottom of any potential issues for fellow colleagues. I am studying for my Diploma in Financial Planning and have achieved the R01 certificate so far. I plan on completing this diploma in the next 2 years. Founder: Talk Tonight HQ -\"an-all encompassing podcast/blog that give unsigned acts a platform, as well as touching upon important and highly relevant concerns such as mental health” - The Indiependent Magazine Rockstars: The Podcast - Discovering the soul of music, together- Host, Video Creator, Editor, Blog Writer and Head of Communications. If you\'d like to know more, please don\'t hesitate to message me.
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