Sam Ling
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Sam Ling Email & Phone Number

Junior Paraplanner at Foster Denovo
Location: London, England, United Kingdom 7 work roles 1 school
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Current company
Role
Junior Paraplanner
Location
London, England, United Kingdom
Company size

Who is Sam Ling? Overview

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Quick answer

Sam Ling is listed as Junior Paraplanner at Foster Denovo, a company with 330 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Sam Ling.

Sam Ling previously worked as Trainee Paraplanner at Foster Denovo and Client Experience Executive at Foster Denovo. Sam Ling holds Business Studies, Photography, Government & Politics And Media Studies, 3 Grades A-E from Queensbury Academy Sixth Form.

Company email context

Email format at Foster Denovo

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Foster Denovo

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Profile bio

About Sam Ling

Over 9 Years experience working within the financial services industry. Current role as a Paraplanner with Foster Denovo, completing market research and providing clear and concise financial planning with our HNW Advisers, allowing them to support their clients.

Listed skills include Wealth, Banking, Client Support, Wealth And Investment, and 10 others.

Current workplace

Sam Ling's current company

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Foster Denovo
Foster Denovo
Junior Paraplanner
London, GB
Employees
330
AeroLeads page
7 roles

Sam Ling work experience

A career timeline built from the work history available for this profile.

Trainee Paraplanner

Current

London, England, United Kingdom

Dec 2023 - Present

Client Experience Executive

London, England, United Kingdom

Supporting 2 HNW Advisers and their clients

Nov 2020 - Dec 2023

Fund Associate

London, United Kingdom

Jan 2020 - Jul 2020

Advice Support Associate

London, Greater London, United Kingdom

Moved to Schroders Personal Wealth as part of the joint venture between Schroders and Lloyd's Bank - Private BankingProviding support to Personal Wealth Advisors, by liaising with 3rd Party providers for Investment quotes, documentation and cost of advice quotations for clients. ISA, OEIC, Bond, Pension and Life Assurance.One on One support to a UHNW.

Jun 2019 - Jan 2020

Advice Support Associate

London, United Kingdom

Working closely with Private Banking Advice Managers, by liaising with various 3rd Party providers producing quotes and COA for investments such as Pensions, Bonds, ISAs & OEICS. One on One support to a UHNW Wealth Planner - Life Assurance, Pension and Investment Support.Regular Client contact by waterproofing calls on behalf of Private Banking Managers to.

Jun 2017 - May 2019

Wealth Support Assistant

London, United Kingdom

Client Support and Delivery Assistant Role, providing administrative support to the business to enable it to deliver a quality service to clients in line with agreed service standards. Daily tasks include Financial Reviews, Letters, Application processing, programme updates and client support.

Sep 2015 - May 2017
Team & coworkers

Colleagues at Foster Denovo

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1 education record

Sam Ling education

  • Queensbury Academy Sixth Form
    Queensbury Academy Sixth Form
    3 Grades A-E
FAQ

Frequently asked questions about Sam Ling

Quick answers generated from the profile data available on this page.

What company does Sam Ling work for?

Sam Ling works for Foster Denovo.

What is Sam Ling's role at Foster Denovo?

Sam Ling is listed as Junior Paraplanner at Foster Denovo.

Where is Sam Ling based?

Sam Ling is based in London, England, United Kingdom while working with Foster Denovo.

What companies has Sam Ling worked for?

Sam Ling has worked for Foster Denovo, Kin Capital, Schroders Personal Wealth, and Lloyds Bank Private Banking.

Who are Sam Ling's colleagues at Foster Denovo?

Sam Ling's colleagues at Foster Denovo include Paul Hurley, Hendrik Olivier, Rebecca Eastwood, Lydia Carr, and Rui D’Costa.

How can I contact Sam Ling?

You can use AeroLeads to view verified contact signals for Sam Ling at Foster Denovo, including work email, phone, and LinkedIn data when available.

What schools did Sam Ling attend?

Sam Ling holds Business Studies, Photography, Government & Politics And Media Studies, 3 Grades A-E from Queensbury Academy Sixth Form.

What skills is Sam Ling known for?

Sam Ling is listed with skills including Wealth, Banking, Client Support, Wealth And Investment, Private Banking, Customer Service, Teamwork, and Time Management.

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