Kathleen Keyte

Paraplanner

 

What experience do you have?

I often say that I have at one time, or another been involved in every aspect within the financial services sector from shares trading, commercial lending, private banking to retail advice.

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What does a Paraplanner do, exactly?

Paraplanners work alongside advisers and often hold similar qualifications. They do not, regularly, provide advice but instead focus on research, analysis, implementation, and report writing.

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What Qualifications do you hold?

Diploma in Regulated Financial Planning - DipPFS

Cert CII (MP) - the qualification that permits me to provide mortgage advice.