Dev Panesar
Financial Adviser @Quilter Financial Planning
Leicester, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2025 — Present
Financial Adviser @Quilter Financial Planning
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EDUCATION
2009 — 2013
Nottingham Business School, Nottingham Trent University
Bachelor of Arts (BA), Business Management and Accounting and Finance (Joint Honours)
2007 — 2009
Wyggeston Queen Elizabeth I College
A-Levels: Accountancy, Mathematics and Applied Business AS-Levels: Applied ICT, Accounting and Business/Management
SKILLS
OwnershipAnalysisSupporting OthersPortfolio ManagementHigher EducationHigh Degree of InitiativeTeamworkBankingRisk ManagementMicrosoft OfficeSalesFinanceKycProblem SolvingObjection HandlingCreditAttention to DetailCustomer SatisfactionNegotiationCommercial BankingSelf-ConfidenceBusiness StrategyEnhanced Due DiligenceEasily AdaptableCommercial LendingBusiness Relationship ManagementResearchCommunicationDue Diligence
ABOUT DEV PANESAR
Approver Quilter Financial Services Ltd. July 2025.
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