David Fpfs Email
Paraplanner @ Evelyn Partners
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David Fpfs Location
- London, GB
David Fpfs Work
- 2021 -now Paraplanner @
- 2016 -2021 Paraplanner @
- 2014 -2016 Client Experience Executive @
- 2013 -2014 Turnover Administrator @
David Fpfs Education
- Chartered Insurance Institute
FPFS (Regulated Financial Planning)
2018-2021 - The London Institute of Banking & Finance
DipFA (Financial Planning and Services)
2015-2016 - University of Exeter
Bachelor of Science (BSc) (Maths with Economics)
2009-2012 - The Chartered Institute for Securities & Investment (The CISI)
Level 7 Chartered Wealth Manager Qualification
David Fpfs Skills
- Matlab
- Intelligent Office
- LaTeX
- Maple
- Project Management
- Supplier Negotiation
- Long Term Customer Relationships
- Change Management
- Team Leadership
- Borland Delphi
- Customer Service
- Dependable Team Player
- Voyant
David Fpfs Summary
- David Fpfs, based in London, GB, is currently a Paraplanner at Evelyn Partners. David Fpfs brings experience from previous roles at Foster Denovo. David Fpfs holds a 2018 - 2021 FPFS in Regulated Financial Planning @ Chartered Insurance Institute. With a robust skill set that includes Matlab, Intelligent Office, LaTeX, Maple, Project Management and more. David Fpfs has 1 emails on RocketReach.
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