Rob Edwards Email & Phone Number
Chartered Financial Planner @ First Wealth | Certified B Corp
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Rob Edwards Location
- United Kingdom
Rob Edwards Work
- Chartered Financial Planner @ (September 2026 - Present)
- Chartered Financial Planner @ (March 2024 - October 2026)
- Financial Planner @ (April 2023 - March 2024)
- Adviser Support Executive @ (November 2021 - April 2023)
- Adviser Support Administrator @ (March 2021 - November 2021)
- Client Support Administrator @ (August 2020 - March 2021)
- Construction Labourer @ Various (July 2018 - March 2020)
- Client Services Officer @ (May 2019 - November 2019)
- Customer Service Representative @ (September 2016 - March 2018)
- Intern @ Department for Work and Pensions (DWP) (June 2016 - September 2016)
- Exam Invigilator @ Harrytown Catholic High School (May 2015 - June 2016)
- Sports Writer @ (April 2014 - August 2015)
Rob Edwards Education
- Chartered Insurance Institute
Level 6 Advanced Diploma in Financial Planning
2024 - Chartered Insurance Institute
Level 4 Diploma in Regulated Financial Planning
2021 - Sheffield Hallam University
Bachelor of Arts - BA (Hons) (Film Studies)
2013-2016 - Chartered Insurance Institute
AF1 - Personal tax and trust planning
2022 - Chartered Insurance Institute
AF4 - Investment planning
2022 - Chartered Insurance Institute
AF5 - Financial planning process
2022 - Chartered Insurance Institute
AF8 - Retirement income planning
2023 - Chartered Insurance Institute
J10 - Discretionary investment management
2023 - Chartered Insurance Institute
J12 - Securities advice and dealing
2023 - Chartered Insurance Institute
R01 - Financial services, regulation and ethics
2020 - Chartered Insurance Institute
R02 - Investment principles and risk
2021 - Chartered Insurance Institute
R03 - Personal Taxation
2021 - Chartered Insurance Institute
R04 - Pensions and retirement planning
2021 - Chartered Insurance Institute
R05 - Financial protection
2021 - Chartered Insurance Institute
R06 - Financial planning practice
2021 - Chartered Insurance Institute
CF6 - Mortgage advice
2024 - Chartered Insurance Institute
CF8 - Long term care insurance
2024
Rob Edwards Skills
- Banking
- Branch Banking
- Business Planning
- Business Relationship Management
- Cash Flow
- Cash Flow Forecasting
- Client Relations
- Client Services
- Communication
- Customer Service
- Employee Benefits
- Finance
- Financial Advisory
- Financial Planning
- Financial Regulation
- Financial Services
- Inheritance Tax Planning
- Investment Management
- Investments
- Leadership
- Lifestyle Planning
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Paraplanning
- Pension Schemes
- Pension planning
- Personal Pensions
- Portfolio Management
- Problem Solving
- Product Knowledge
- Regulatory Compliance
- Relationship Building
- Research
- Retirement
- Retirement Income Strategies
- Retirement Planning
- Risk Management
- Risk Management Framework
- Sales
- Social Media
- Stakeholder Management
- Strategic Planning
- Tax Planning
- Team Leadership
- Teamwork
- Wealth Management Services
Rob Edwards Summary
- Rob Edwards, based in United Kingdom, is currently a Chartered Financial Planner at First Wealth | Certified B Corp. Rob Edwards brings experience from previous roles at Blue River Wealth Management and Mottram - Chartered Financial Planners. Rob Edwards holds a Level 6 Advanced Diploma in Financial Planning @ Chartered Insurance Institute. With a robust skill set that includes Banking, Branch Banking, Business Planning, Business Relationship Management, Cash Flow and more. Rob Edwards has 1 emails and 1 mobile phone numbers on RocketReach.
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