Connar Taylor Email & Phone Number
Customer Support and Operations Associate @ PlannerPal
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Connar Taylor Location
- London, England, GB
Connar Taylor Work
- Customer Support and Operations Associate @ (April 2026 - Present)
- Investment and Forex Consultant @ (February 2024 - October 2025)
- Compliance Assistant @ (June 2023 - November 2023)
- Junior Paraplanner @ (January 2023 - October 2023)
- KYC Consultant @ (March 2022 - August 2022)
- Finance Intern @ Jarvie Group (February 2021 - November 2021)
Connar Taylor Education
- Milpark School of Financial Services
Postgraduate Diploma in Financial Planning (Financial Planning and Services)
2024-2026 - Chartered Insurance Institute
RO1 - Finacial Services (Regulation and Ethics, Financial Planning and Services)
2026-2026 - University of South Africa/Universiteit van Suid-Afrika
Honours (Financial Management)
- University of Cape Town
Short Course (Investment Management)
- IIE Varsity College
Bachelor of Commerce - BCom (Accounting and Finance)
- Ashton International College
Connar Taylor Skills
- Client Liaison
- Client Relations
- Communication
- Computer Literacy
- Financial Advisory
- Financial Planning
- Foreign Exchange (FX) Trading
- Foreign Investment
- Interpersonal Skills
- Investments
- Microsoft Office
- Organization Skills
- Spreadsheets
- Teamwork
- Written Communication
Connar Taylor Summary
- Connar Taylor, based in London, England, GB, is currently a Customer Support and Operations Associate at PlannerPal. Connar Taylor brings experience from previous roles at Foundation Fund Managers, Roberts and Chaplin Accounting Services, PWM Wealth and Investec. Connar Taylor holds a 2024 - 2026 Postgraduate Diploma in Financial Planning in Financial Planning and Services @ Milpark School of Financial Services. With a robust skill set that includes Client Liaison, Client Relations, Communication, Computer Literacy, Financial Advisory and more. Connar Taylor has 1 emails and 1 mobile phone numbers on RocketReach.
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