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Tom C. Email & Phone Number
Paraplanner Lloyds Wealth
at
Lloyds Wealth
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✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Paraplanner Lloyds Wealth
Location
Greater Norwich Area, United Kingdom
Who is Tom C.? Overview
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Quick answer
Tom C. is listed as Paraplanner Lloyds Wealth at Lloyds Wealth, based in Greater Norwich Area, 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.
Company email context
Email format at Lloyds Wealth
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Lloyds 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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Lloyds Wealth
Website
AeroLeads page
10 roles
Tom C. work experience
A career timeline built from the work history available for this profile.
Paraplanner
Senior Paraplanner
Jan 2022 - May 2023
Paraplanner
Jan 2019 - Jun 2022
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 administrator.* Updating client database and ensuring data held is correct.* Dealing with client enquiries by post, email and telephone.* Commission / charges reconciliation.* Processing applications / requests.* Carrying out discussions with company representatives and disseminating information to advisers and administrators.* Provision of general assistance to advisor, which can entail client/company visits.* Managing own workflow and ensuring targets / expectations are met.* Checking compliance information and advice.* Analysis of risk and asset allocation* Review performance and devise solutions* Use of the Modern Portfolio Theory, centralised investment propositions and tax calculations.* Understanding the economic environment and markets, including asset allocation
Sep 2016 - Jun 2022
Paraplanner
Apr 2016 - Sep 2016
Paraplanner
Almary Green Investments Ltd
Jun 2014 - Apr 2016
Financial Services Consultant
Jan 2014 - May 2014
Aviva Lead / Account Support Consultant
Jan 2005 - Dec 2013
Occupational Pension Scheme Administrator
Jan 2003 - Jan 2005
3 education records
Tom C. education
Diploma, Financial Planning And Services, Pass
Chartered Insurance Institute
Cefap, Financial Administration And Planning, Pass
Institute Of Financial Services
National Diploma: Sport Science, Coaching, Mathematics, Science, Sports, Psychology, Information Tech. And Marketing, Pass
City College Norwich
FAQ
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What company does Tom C. work for?
Tom C. works for Lloyds Wealth.
What is Tom C.'s role at Lloyds Wealth?
Tom C. is listed as Paraplanner Lloyds Wealth at Lloyds Wealth.
Where is Tom C. based?
Tom C. is based in Greater Norwich Area, United Kingdom while working with Lloyds Wealth.
What companies has Tom C. worked for?
Tom C. has worked for Lloyds Wealth, Schroders Personal Wealth, Loveday & Partners, Almary Green Investments Ltd, and Harrold Financial Planning Limited.
How can I contact Tom C.?
You can use AeroLeads to view verified contact signals for Tom C. at Lloyds 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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