areas of expertise
- Business support
- Customer Service
- Ongoing Training Programme
Beth joins us as a trainee paraplanner from a background in management accounts. Beth started in financial services within the mortgage industry, where she worked within mortgage new business processing.
Beth has a great range of skills in business administration, research and analysis, she has a real passion in maintaining high standards and delivering a brilliant service.
Beth is keen to build on her experience within accounts and start her diploma in regulated financial planning. We look forward to helping her develop a career in financial planning.
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