Position: Paraplanner & Investment Technician
Lauren has 7 years experience within the Financial Services Industry, beginning at a national customer service level. Lauren very quickly built up her knowledge and developed a skill set specific to the Advice and Paraplanning arena and provides technical Investment input to both Financial Advisers, along with portfolio research and design. Lauren has now successfully completed and qualified the Level 4 Diploma in Financial Planning and looking ahead will do further qualifications in Mortgage Advice and Pension Transfers. Lauren aims to use her knowledge and skills, along with the knowledge gained from exams to move into providing financial advice to clients herself in the future.