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Lorne Thomas is listed as Founder of Lorne Thomas Outsourced Paraplanning at Lorne Thomas Outsourced Paraplanning, based in Cardiff, Wales, United Kingdom. AeroLeads shows phone signal with area code 772 and a matched LinkedIn profile for Lorne Thomas.
Lorne Thomas previously worked as Founder at Lorne Thomas Outsourced Paraplanning and Adviser Support Manager at Leabold Financial Management Limited. Lorne Thomas holds Level 4 Diploma, Diploma In Regulated Financial Planning from Chartered Insurance Institute.
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Experienced Paraplanner and founder of my own Paraplanning company, with a demonstrated history of working in the financial services industry. Skilled in report writing, market research, management, and written communication. Strong business development professional with a Master’s Degree focused in Level 7 Advanced Award in Human Resources from Chartered Institute of Personnel and Development. I see myself as an opportunist, and I am constantly excited to find my next challenges and adventures.
Listed skills include Human Resources, Employee Relations, Disciplinary And Grievance Procedures, Appraisals, and 28 others.
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Cardiff, United Kingdom
I have now been providing Paraplanning services exclusively to St. James’s Place Partners since August 2017. I am experienced in dealing with both new business and replacement business for investments (including Unit Trusts/OEICs, PEPs/ISAs, and investment bonds), pensions (money purchase and defined benefit), protection (individual and group), and.
South Wales
Continuing with existing Paraplanner duties (including financial product and fund research, preparation of advice reports, dealing with technical queries, reviewing client asset allocations and providing asset allocation advice, and conducting pensions and investments new business). New duties include managing the firm's Paraplanning department, providing.
South Wales
Paraplanner with experience in financial product and fund research, preparation of clear, concise advice reports and suitability letters after analysing client objectives in conjunction with advisers, building strong relationships with clients, dealing with technical queries from clients and product providers, proactively keeping up to date with industry.
Cardiff, United Kingdom
Shadowing corporate finance experts, accountants, finance professionals, procurement specialists, communications and marketing professionals.Experience in asset acquisitions in global operations and sales & distribution in relation to incoming assets.Managing day to day office financial administration.
Greater Chicago Area
Two months summer internship involving the completion of office tasks, leading to the responsibilities of important task completions, events organisation and the leading of a recruitment search.Responsibilities included analyzing data, preparing financial documents, interfacing with customers and business executives, and working on market research.
Multitasking role in a fast paced environment, coordinating customer services work, reconciling company income and expenditures, and retail efforts.Achieved a great knowledge of excellence in customer services skills, improved skills and relations with international customers and a knowledge of how to gain sales and exceed need to deliver a better value.
Activities and Societies: Financial Services, Regulation & Ethics Financial Protection
Activities and Societies: Employment Law
Activities and Societies: Business & Economics Society, Welsh Society, Conservative Society.
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Lorne Thomas works for Lorne Thomas Outsourced Paraplanning.
Lorne Thomas is listed as Founder of Lorne Thomas Outsourced Paraplanning at Lorne Thomas Outsourced Paraplanning.
AeroLeads has found 1 phone signal(s) with area code 772 for Lorne Thomas at Lorne Thomas Outsourced Paraplanning.
Lorne Thomas is based in Cardiff, Wales, United Kingdom while working with Lorne Thomas Outsourced Paraplanning.
Lorne Thomas has worked for Lorne Thomas Outsourced Paraplanning, Leabold Financial Management Limited, Bbc, Baytree National Bank & Trust Co., and Fastmail Tackle.
You can use AeroLeads to view verified contact signals for Lorne Thomas at Lorne Thomas Outsourced Paraplanning, including work email, phone, and LinkedIn data when available.
Lorne Thomas holds Level 4 Diploma, Diploma In Regulated Financial Planning from Chartered Insurance Institute.
Lorne Thomas is listed with skills including Human Resources, Employee Relations, Disciplinary And Grievance Procedures, Appraisals, Customer Service, Sales, Microsoft Office, and Teamwork.
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