Clare Maxwell Email
Paraplanner @ Schroders
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Clare Maxwell Location
- United Kingdom
Clare Maxwell Work
- 2019 -now Paraplanner @
- 2019 -2019 Paraplanner @
- 2014 -2015 Accounts Payable - Data Cleanser (contract) @
- 2007 -2014 Paraplanner and Financial Planning Administrator @ Positive Solutions
- 1996 -1998 PA to Senior Partner @
- 2018 -2019 Group Schemes Administrator @
- 2015 -2018 Project Manager and Interior Designer @ Clare Maxwell Interiors
- 2015 -2017 Student @ Life Insurance Association Ireland
- 2015 -2015 Senior Financial Services Administrator (contract) @
- 2005 -2007 Financial Planning Administrator and Paraplanner @ Ashcourt Rowan
- 1998 -2005 Financial Planning Administrator @ Horder & Company
- 1990 -1996 Full time mother @ Career break until 1996
- 1989 -1990 PA to Assistant Financial Director @ Eastern Electricity
- 1987 -1989 PA to Managing Director @ Premier Commercial Services
- 1986 -1987 Administrative Assistant @ Paul & Company
Clare Maxwell Education
- Life Insurance Association Ireland
Professional Diploma In Financial Advice (Finance, General)
2015-2017 - Chartered Insurance Institute (CII), London, UK
Financial Planning 1; Financial Planning 2 ; CF5 Integrated Financial Planning
1999-2001 - University of the West of Scotland
Scottish Higher National Certificate (Business Studies, Accounting)
1984-1986 - Kilgraston School, Perth
Scottish Higher Certificate (Chemistry, Biology, Physics, English, Maths)
1979-1981
Clare Maxwell Skills
- Finance
- Wealth
- Retirement Planning
- Financial Advisory
- Investments
- Strategic Financial Planning
- Wealth Management
- Pensions
- Training
- Valuation
- Life Insurance
- Tax
- Time Management
- Financial Services
- Microsoft Office
- Banking
- Microsoft Excel
- Business Development
- Teamwork
- Financial Reporting
- Microsoft Word
- Sales
- Portfolio Management
- Leadership
- Research
- Strategy
Clare Maxwell Summary
- Clare Maxwell, based in United Kingdom, is currently a Paraplanner at Schroders. Clare Maxwell brings experience from previous roles at Aspect8, Ervia, Positive Solutions and Scrutton Bland. Clare Maxwell holds a 2015 - 2017 Professional Diploma In Financial Advice in Finance, General @ Life Insurance Association Ireland. With a robust skill set that includes Finance, Wealth, Retirement Planning, Financial Advisory, Investments and more. Clare Maxwell has 1 emails on RocketReach.
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