Chartered Financial Planner @ (December 2020 - October 2022)
Chartered Financial Planner @ (April 2017 - December 2020)
Assistant Financial Planner @ (July 2015 - April 2017)
Paraplanner @ (December 2013 - June 2015)
Paul Barker Education
University of Kent
Master of Science (MSc) (International Finance)
2012-2013
University of Kent
Bachelor of Science (BSc) (Economics)
2009-2012
Paul Barker Skills
Cash Flow Forecasting
Customer Relationship Management (CRM)
Financial Analysis
Financial Forecasting
Financial Planning
High Net Worth Individuals
Independent Financial Advice
Pensions
Personal Finance
Wealth Management
Development Economics
Microsoft Office
Microsoft Word
Financial Reporting
Strategic Financial Planning
PowerPoint
Econometrics
Microsoft Excel
Research
Economics
International Finance
Financial Services
Macroeconomics
Paul Barker Summary
Paul Barker, based in Bath, GB, is currently a Senior Financial Planner at Fidelius Group. Paul Barker brings experience from previous roles at Evelyn Partners, Cavendish Medical and Fiducia Wealth Management Ltd. Paul Barker holds a 2012 - 2013 Master of Science (MSc) in International Finance @ University of Kent. With a robust skill set that includes Cash Flow Forecasting, Customer Relationship Management (CRM), Financial Analysis, Financial Forecasting, Financial Planning and more. Paul Barker has 1 emails on RocketReach.
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