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Tom C. Email & Phone Number

Senior Paraplanner at Loveday & Partners at Schroders Personal Wealth
Location: Greater Norwich Area, United Kingdom, United Kingdom 9 work roles 3 schools
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Current company
Schroders Personal Wealth
Role
Senior Paraplanner at Loveday & Partners
Location
Greater Norwich Area, United Kingdom, United Kingdom
Company size
624 employees

Who is Tom C.? Overview

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Quick answer

Tom C. is listed as Senior Paraplanner at Loveday & Partners at Schroders Personal Wealth, a company with 624 employees, based in Greater Norwich Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Tom C..

Tom C. previously worked as Paraplanner at Schroders Personal Wealth and Senior Paraplanner at Loveday & Partners. Tom C. holds Diploma, Financial Planning And Services, Pass from Chartered Insurance Institute.

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Email format at Schroders Personal Wealth

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Schroders Personal Wealth

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Profile bio

About Tom C.

A highly driven and customer orientated Paraplanner within a Multi Award Winning Financial Adviser firm with a proven track record of providing exemplary levels of customer support to a broad range of clientele; ranging from large Financial Advisers and Blue Chip companies to individual clients. Expertise in customer analysis and relationships combined with experience in managing and developing support teams whilst an aptitude to development and implementing change. The ability to successfully install teams and lead them to provide an exemplary sales support function under a high pressured environment to Financial Advisers.Many transferable skills and experience gained from over 15 years in the Financial Services Industry, working Administration, Financial Planning and Financial Advice.

Current workplace

Tom C.'s current company

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Schroders Personal Wealth
Schroders Personal Wealth
Senior Paraplanner at Loveday & Partners
london, greater london, united kingdom
Website
spw.com
Employees
624
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9 roles

Tom C. work experience

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

Senior Paraplanner

Loveday & Partners

Norwich, England, United Kingdom

Jan 2022 - May 2023

Paraplanner

Almary Green Investments Ltd

Key duties of the role include:* Sourcing of financial products using third party software.* Defined Benefit Transfer Paraplanner* Product and company research.* Advisory Investment Portfolio Construction* Working with Discretionary Fund Managers* Report and suitability letter creation.* Co-ordinating and preparing valuations and quotations with your.

Sep 2016 - Jun 2022

Paraplanner

Almary Green Investments Ltd

Norwich, United Kingdom

Jun 2014 - Apr 2016

Aviva Lead / Account Support Consultant

Aviva

Norwich, United Kingdom

Jan 2005 - Dec 2013

Occupational Pension Scheme Administrator

Aviva

Norwich, United Kingdom

Jan 2003 - Jan 2005
Team & coworkers

Colleagues at Schroders Personal Wealth

Other employees you can reach at spw.com. View company contacts for 624 employees →

RD Rheanna Davies Rheanna Davies Colleague at Schroders Personal Wealth Birmingham, England, United Kingdom, United Kingdom View → MP Martin Peters Martin Peters Colleague at Schroders Personal Wealth Warrington, England, United Kingdom, United Kingdom View → MB Martin Brown Martin Brown Colleague at Schroders Personal Wealth Greater Bristol Area, United Kingdom, United Kingdom View → NS Niral S. Niral S. Colleague at Schroders Personal Wealth United Kingdom, United Kingdom View → DR David Rodway Fpfs David Rodway Fpfs Colleague at Schroders Personal Wealth Letchworth, England, United Kingdom, United Kingdom View → VW Victoria Willis Dippfs Victoria Willis Dippfs Colleague at Schroders Personal Wealth United Kingdom, United Kingdom View → LV Liam Vara Liam Vara Colleague at Schroders Personal Wealth Luton, England, United Kingdom, United Kingdom View → CP Clinton Page Clinton Page Colleague at Schroders Personal Wealth Enfield, England, United Kingdom, United Kingdom View → GW George W. George W. Colleague at Schroders Personal Wealth Kingston Upon Thames, England, United Kingdom, United Kingdom View → TP Tracy Poynter Tracy Poynter Colleague at Schroders Personal Wealth Leigh-On-Sea, England, United Kingdom, United Kingdom View →
3 education records

Tom C. education

Diploma, Financial Planning And Services, Pass

Chartered Insurance Institute

Activities and Societies:Diploma qualified J10 R01 R02 R08 CF1 CF3 FA7 R04

Cefap, Financial Administration And Planning, Pass

Institute Of Financial Services

This enabled me to use the CeFAP title after my name.

National Diploma: Sport Science, Coaching, Mathematics, Science, Sports, Psychology, Information Tech. And Marketing, Pass

City College Norwich
FAQ

Frequently asked questions about Tom C.

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

What company does Tom C. work for?

Tom C. works for Schroders Personal Wealth.

What is Tom C.'s role at Schroders Personal Wealth?

Tom C. is listed as Senior Paraplanner at Loveday & Partners at Schroders Personal Wealth.

Where is Tom C. based?

Tom C. is based in Greater Norwich Area, United Kingdom, United Kingdom while working with Schroders Personal Wealth.

What companies has Tom C. worked for?

Tom C. has worked for Schroders Personal Wealth, Loveday & Partners, Almary Green Investments Ltd, Harrold Financial Planning Limited, and Lloyds Banking Group.

Who are Tom C.'s colleagues at Schroders Personal Wealth?

Tom C.'s colleagues at Schroders Personal Wealth include Rheanna Davies, Martin Peters, Martin Brown, Niral S., and David Rodway Fpfs.

How can I contact Tom C.?

You can use AeroLeads to view verified contact signals for Tom C. at Schroders Personal Wealth, including work email, phone, and LinkedIn data when available.

What schools did Tom C. attend?

Tom C. holds Diploma, Financial Planning And Services, Pass from Chartered Insurance Institute.

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