Caroline Maleviciute

Planning Analyst

Home » Caroline Maleviciute

Modern | Dynamic | Honest

Areas of Expertise

Report Writing
Administration
Processing
Research
Customer Service

Qualifications

Diploma in Regulated Financial Planning

Bio

Caroline holds a Diploma in Regulated Financial Planning and began her career in the banking sector. She later moved into independent financial advice, where she has built several years of experience supporting clients, preparing detailed reports and overseeing the processing of new and existing business.

Caroline brings a strong and well rounded skill set across business administration, research and analysis. She is genuinely passionate about maintaining high standards and takes pride in delivering an exceptional level of service.

Caroline is keen to continue building on her experience and, over the long term, aspires to progress into a Financial Planner role.