Claire Burrows Email
Senior Operations Technician @ Wise Investment
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Claire Burrows Location
- Chipping Norton, GB
Claire Burrows Work
- 2021 -now Senior Operations Technician @
- 2023 -now Director (Trustee) @
- 2015 -2020 Operations Technician @
- 2010 -2015 Paraplanner @
- 2005 -2010 Researcher @
- 2004 -2005 Investment Technician @
- 2003 -2004 Operations Technician @
- 2002 -2003 Research Coordinator @
- 2002 -2002 Member Payments Administrator @
Claire Burrows Education
- Chartered Insurance Institute
Advanced Dipolma in Financial Planning, Certificate in Discretionary Investment Management (FP1, FP2, FP3, CF2, J01, J05, J06, J10, AF4, AF3, LF1, LP2, AF5)
2001-2023 - Chartered Institute for Securities and Investment
Dipolma in Investment Compliance (Certificate in Investment Risk, )
2015-2017 - The Open University
Certificate in Mathematics (Mathematics)
2007-2008 - Bartholomew School 1996-2001
Claire Burrows Skills
- Investments
- Financial Services
- Portfolio Management
- Financial Planning
- Wealth Management
- Project Management
- Data Processing
- Data Management
- Data Entry
- Research
- Pensions
- Capital Gains Tax
- Income Tax
- Regulatory Compliance
- Time Management
- Spreadsheets
- Inheritance Tax Planning
- Data Analysis
- Process Improvement
- Pension Funds
Claire Burrows Summary
- Claire Burrows, based in Chipping Norton, GB, is currently a Senior Operations Technician at Wise Investment. Claire Burrows brings experience from previous roles at WISE INVESTMENTS EMPLOYEE OWNERSHIP TRUSTEE LIMITED, Wise Investment, Wise Investments Ltd. and Sesame Bankhall Group. Claire Burrows holds a 2001 - 2023 Advanced Dipolma in Financial Planning, Certificate in Discretionary Investment Management in FP1, FP2, FP3, CF2, J01, J05, J06, J10, AF4, AF3, LF1, LP2, AF5 @ Chartered Insurance Institute. With a robust skill set that includes Investments, Financial Services, Portfolio Management, Financial Planning, Wealth Management and more. Claire Burrows has 2 emails on RocketReach.
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