Ian Carroll
Senior Business Support Manager @Quilter
Coventry, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2019 — Present
Senior Business Support Manager @Quilter
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EDUCATION
2010 — 2011
Institute of Financial Services
Level 4 Diploma in Financial Advice
1999 — 2002
Chartered Insurance Institute
Certificate of Financial planning
SKILLS
Financial AdvisoryFinancial PlannersInvestment StrategiesFixed AnnuitiesGppWorkplace Pension & Auto EnrolmentInvestmentsPortfolio ManagementIndividual Pension PlansDrawdownFinancial ServicesHigh Net Worth IndividualsProtection AdviceWealth ManagementPersonal Financial PlanningSaving for EducationWealthFinancial PlanningBusiness Relationship ManagementHolistic Financial PlanningRetirement PlanningPensionsRelationship ManagementIncome ProtectionPersonal FinanceProtection Planning/Family SecurityGuaranteed Lifetime IncomeInvestment AdvisoryWealth Management ServicesIsasRetirementStrategic Financial PlanningAnnuity Sales
ABOUT IAN CARROLL
Experienced in Financial Planning with over 30 years experience. Currently working…
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