David Colledge
Client Focused Paraplanner Dippfs, Cert Cii (Fs) @Perspective Financial Group Ltd
Banbury, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Feb 2020 — Present
Client Focused Paraplanner Dippfs, Cert Cii (Fs) @Perspective Financial Group Ltd
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Writing Financial Planning Reports for Advisers to present to our clients. Support the Advisers by conducting research on products and helping find the right solutions for our clients. Assisting with customer requests as well as a point of contact for our clients to deal with day to day queries. Also arranging for plans to be submitted to provider companies.
SKILLS
Level 4 Obesity & Diabetes MgmtTime ManagementSmall BusinessFinancial & Management Accounting & BookkeepingMarketingLevel 3 Personal TrainerPublic OrderLevel 3 Pre & Post NatalFacilities ManagementLevel 2 Hre for ChildrenProject ManagementUsing Information in HRFitnessManaging People & Conflict in OrganisationsPersonal TrainingResourcing & Talent PlanningFitness TrainingWeight TrainingManagerial EconomicsCreative Problem SolverLeadership TrainingEvent ManagementCoachingImproving Organisational PerformanceHR & Business StrategyBusiness DevelopmentBoot Camp & Functional TrainingLeadership & Management PracticeManagerial Economics/EconomicsIct and Data SecurityMulti-Cultural Team BuildingManagementLifestyle CoachingPersonal DevelopmentLevel 4 Lower Back PainTeam BuildingBusiness FinanceCircuit TrainingEntrepreneurshipKettlebells
ABOUT DAVID COLLEDGE
Developed skills in management, project management, time management, marketing, personnel…
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