Shelly Smith
Paraplanning Manager @Intelligent Pensions Ltd
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WORK HISTORY
Paraplanning Manager @Intelligent Pensions Ltd
Glasgow, GB
EDUCATION
Chartered Insurance Institute
Advanced Diploma AF8, Retirement income planning
Newcastle University
MA, International Politics - Globalisation, Poverty and Development
Northumbria University
BSc, Sociology and Social Policy
Chartered Insurance Institute
AF7, Pension Transfers
Chartered Insurance Institute
Diploma, Regulated Financial Planning
ABOUT SHELLY SMITH
With over a decade in the financial services sector, my journey has evolved through roles focusing on compliance management and paraplanning. At Intelligent Pensions Ltd, we\'ve strengthened our approach to pension transfers and regulatory compliance, ensuring the highest standards in client services and adherence to financial regulations.My proficiency in cash flow analysis and customer relationship management has been pivotal in developing robust business strategies. These competencies, coupled with a keen attention to detail, have empowered our team to enhance operational efficiencies and deliver excellence in financial planning.
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