Stephanie Purvis

Stephanie Purvis Email and Phone Number

Freelance Paraplanner and Director of Peak Paraplanning, based in the North East - Providing Personal Paraplanning Support for Partners and Advisers of St. James’s Place Wealth Management. @ Peak Paraplanning
Stephanie Purvis's Location
Longhirst, England, United Kingdom, United Kingdom
About Stephanie Purvis

Having worked in established Partner Practices of St. James’s Place for over 6 years, I am experienced in all aspects of Paraplanning and Client Servicing roles within the company. With ever increasing documentation requirements, my goal is to provide an efficient and personalised service to Partners and Advisors within St. James’s Place.I am Level 4 Diploma qualified in Financial Planning and would like to work towards achieving Chartered status in the future.

Stephanie Purvis's Current Company Details
Peak Paraplanning

Peak Paraplanning

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Freelance Paraplanner and Director of Peak Paraplanning, based in the North East - Providing Personal Paraplanning Support for Partners and Advisers of St. James’s Place Wealth Management.
Stephanie Purvis Work Experience Details
  • Peak Paraplanning
    Freelance Paraplanner
    Peak Paraplanning Jun 2022 - Present
    Northumberland, England, United Kingdom
    Providing personal paraplanning support for Partners and Advisers of St. James’s Place Wealth Management
    View
  • Hibbert Wealth Management Ltd
    Paraplanner
    Hibbert Wealth Management Ltd Oct 2018 - May 2022
  • The Morpeth Practice Limited
    Trainee Paraplanner
    The Morpeth Practice Limited Feb 2018 - Oct 2018
    Morpeth, Northumberland, United Kingdom
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  • The Morpeth Practice Limited
    Personal Assistant
    The Morpeth Practice Limited May 2016 - Feb 2018
    View

Stephanie Purvis Skills

Customer Service Microsoft Office Management Microsoft Excel Microsoft Word Microsoft Powerpoint Leadership Project Management Strategic Planning Research

Stephanie Purvis Education Details

  • King Edward Vi School
    King Edward Vi School

Frequently Asked Questions about Stephanie Purvis

What company does Stephanie Purvis work for?

Stephanie Purvis works for Peak Paraplanning

What is Stephanie Purvis's role at the current company?

Stephanie Purvis's current role is Freelance Paraplanner and Director of Peak Paraplanning, based in the North East - Providing Personal Paraplanning Support for Partners and Advisers of St. James’s Place Wealth Management..

What schools did Stephanie Purvis attend?

Stephanie Purvis attended King Edward Vi School.

What skills is Stephanie Purvis known for?

Stephanie Purvis has skills like Customer Service, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Leadership, Project Management, Strategic Planning, Research.

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