Karl Jones
Trainee Financial Planning Manager @Attivo
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WORK HISTORY
Trainee Financial Planning Manager @Attivo
Cheltenham, GB
I support the development of our Level 4 qualified Trainee Financial Planners on their journey to a client-facing role, and Chartered status. This involves performance management, data and KPI construction and management, and evolution of the Attivo Advanced Academy.
EDUCATION
Chartered Insurance Institute
Level 4 Diploma in Regulated Financial Planning, Financial Planning and Services
Chartered Insurance Institute
Certificate in Equity Release, Financial Planning and Services
Solihull College
AAT Level 4 Diploma in Accounting & Finance, Accounting
Baverstock School
GCSE, 11 A*-C GCSE's
Chartered Insurance Institute
Certificate in Mortgage Advice, Financial Planning and Services
Solihull college
Level 3 National Diploma, Sports, Triple Distinction
ABOUT KARL JONES
Trainee Financial Planning Manager at Attivo
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