Rita Harel Email

Trainee Financial Planner @ Thornton Chartered Financial Planners

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Rita Harel's Location

Isle of Man

Rita Harel's Work

Trainee Financial Planner @ Thornton Chartered Financial Planners
Portfolio Manager @ Thomas Miller Investment
Assistant Portfolio Manager @ Thomas Miller Investment

Investment Administrator @ Thomas Miller Investment

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Rita Harel's Education

Chartered Insurance Institute
Level 6 (Advanced Diploma in Financial Planning)
2020 - 2022
The Chartered Institute for Securities & Investment (The CISI)
Level 6 Certificate in Advanced Financial Planning (Pass with Merit)
The Chartered Institute for Securities & Investment (The CISI)
Level 6 (Certificate in Private Client Investment Advice and Management)

The Chartered Institute for Securities & Investment (The CISI)
Level 4 (Diploma in Investment Advice)

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Rita Harel's Skills

Management
Investments
Research

Customer Service
Strategic Planning
Financial Analysis
Investment Management

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Rita Harel's Summary

Rita Harel, based in Isle of Man, is currently a Trainee Financial Planner at Thornton Chartered Financial Planners, bringing experience from previous roles at Thomas Miller Investment. Rita Harel holds a 2020 - 2022 Level 6 in Advanced Diploma in Financial Planning @ Chartered Insurance Institute. With a robust skill set that includes Management, Investments, Research, Customer Service, Strategic Planning and more, Rita Harel contributes valuable insights to the industry. Rita Harel has 3 emails on RocketReach.