Weā€™re very pleased to announce not one, but two promotions within the Expert Wealth family!
Harry has now been promoted to Paraplanner.
He started working with us at the beginning of 2020, joining from the banking industry and working as an Administrator. Harry quickly moved into a Client Relationship Manager role from there and has now qualified for The Chartered Insurance Institute (CII) level 4 Diploma in Regulated Financial Planning.
Well done Harry!
Ben has now been promoted to Client Relationship Manager.
He joined us in Summer 2022 as a Trainee Relationship Manager, coming from Leeds University where he had graduated with a Degree in Law. Ben has now passed his RO1 and is now working through the exams towards Diploma Level 4.
Congratulations Ben!
Helping our valued colleagues advance in their careers is one of the best things we get to do at Expert Wealth. Please join us in congratulating Harry and Ben on taking the next step in their professional lives.
If you have any questions about the promotions, or on any aspect of financial planning, please donā€™t hesitate to get in touch.
