Emma Dipfa Email
Senior Paraplanner @ Evelyn Partners
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Emma Dipfa Location
- Belfast, GB
Emma Dipfa Work
- 2024 -now Senior Paraplanner @
- 2016 -now Paraplanner @
- 2014 -2016 Paraplanner @
- 2011 -2014 Paraplanner @ Kellands NI Ltd
- 2008 -2011 Paraplanner @ McCreery Turkington Stockman
- 2003 -2006 Paraplanner @ Wells McFrederick & Company
- 2006 -2006 Paraplanner @ BUCHANAN JOHNSTON FLYNN LIMITED
Emma Dipfa Education
- Institute of Financial Services
Dip FA (Level 4) (Financial Planning and Services)
2010-2011 - Chartered Insurance Institute
Cert PFS (Financial Planning and Services)
2008-2010 - Chartered Insurance Institute
Cert CII (MP) (Financial Planning and Services)
2008-2008 - Queens University Belfast
Certificate in Marketing, Advertising and PR (Business, Management, Marketing, and Related Support Services)
1996-1996 - University of Leicester
BA (Hons) Social Sciences
1989-1993 - Pates Grammar School
Emma Dipfa Skills
- Paraplanning
- Financial Research
- Financial Market Research
- Report Writing
- Financial Reporting
- Customer Service
- Office Administration
- Pension Funds
- Pensions
- Investments
- Life Insurance
- Savings
- Retirement Planning
- Retirement Savings
- Client Liaison
- Provider Relations
- Meeting Planning
- Financial Advisory
- Inheritance Tax Planning
- Investment Strategies
- Retirement
- Wealth
- Financial Planning
- Financial Services
- Income Protection
- Wealth Management
- Investment Advisory
Emma Dipfa Summary
- Emma Dipfa, based in Belfast, GB, is currently a Senior Paraplanner at Evelyn Partners. Emma Dipfa brings experience from previous roles at Evelyn Partners, Bellpenny, Kellands NI Ltd and McCreery Turkington Stockman. Emma Dipfa holds a 2010 - 2011 Dip FA (Level 4) in Financial Planning and Services @ Institute of Financial Services. With a robust skill set that includes Paraplanning, Financial Research, Financial Market Research, Report Writing, Financial Reporting and more. Emma Dipfa has 1 emails on RocketReach.
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