Senior Paraplanner
Current
Self-Employed
Oct 2023 - Present
AeroLeads people directory · profile
James Rogers Email & Phone Number
Senior Paraplanner & Compliance Officer
at
Prospective Paraplanning Ltd
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
Senior Paraplanner & Compliance Officer
Location
Greater Brighton and Hove Area, United Kingdom
Who is James Rogers? Overview
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Quick answer
James Rogers is listed as Senior Paraplanner & Compliance Officer at Prospective Paraplanning Ltd, based in Greater Brighton and Hove Area, United Kingdom. AeroLeads shows a matched LinkedIn profile for James Rogers.
James Rogers previously worked as Senior Paraplanner at Self-Employed and Director at Prospective Paraplanning Ltd. James Rogers holds Cefap, Financial Planning And Services from Ifs University College.
Company email context
Email format at Prospective Paraplanning Ltd
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Prospective Paraplanning Ltd
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Profile bio
About James Rogers
18 years in the financial services industry, specialising in Paraplanning, completing full market research and analysis, critical yield calculations and suitability letters. Experience in various financial products from all types of pension transfers, investment transfers, IHT planning, VCT and EIS as well as DFM.My business, Prospective Paraplanning Ltd, helps partners of St. James's Place with end to end paraplanning solutions.
Listed skills include Financial Services, Banking, Retail Banking, Financial Planning, and 16 others.
Current workplace
James Rogers's current company
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5 roles
James Rogers work experience
A career timeline built from the work history available for this profile.
Director
CurrentHelping partners of St. James's Place Wealth Management with end to end Paraplanning.
Oct 2018 - Present
Paraplanner
James Rogers - Paraplanning
Freelance Paraplanner based in Brighton. www.jrparaplanning.co.uk
Dec 2014 - Dec 2019
Financial Consultant
Investments, pensions and protection consultant within Lloyd's banking group
Jul 2013 - Dec 2014
Personal Banker
Oct 2003 - Jun 2013
2 education records
James Rogers education
Cefap, Financial Planning And Services
Education record
Seaford Head
FAQ
Frequently asked questions about James Rogers
Quick answers generated from the profile data available on this page.
What company does James Rogers work for?
James Rogers works for Prospective Paraplanning Ltd.
What is James Rogers's role at Prospective Paraplanning Ltd?
James Rogers is listed as Senior Paraplanner & Compliance Officer at Prospective Paraplanning Ltd.
Where is James Rogers based?
James Rogers is based in Greater Brighton and Hove Area, United Kingdom while working with Prospective Paraplanning Ltd.
What companies has James Rogers worked for?
James Rogers has worked for Self-Employed, Prospective Paraplanning Ltd, James Rogers - Paraplanning, Lloyds Tsb, and Barclays.
How can I contact James Rogers?
You can use AeroLeads to view verified contact signals for James Rogers at Prospective Paraplanning Ltd, including work email, phone, and LinkedIn data when available.
What schools did James Rogers attend?
James Rogers holds Cefap, Financial Planning And Services from Ifs University College.
What skills is James Rogers known for?
James Rogers is listed with skills including Financial Services, Banking, Retail Banking, Financial Planning, Pensions, Wealth Management, Financial Advisory, and Insurance.
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