Shelly Smith Email
Paraplanning Manager @ Intelligent Pensions Ltd.
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Shelly Smith Location
- Kelso, GB
Shelly Smith Work
- 2024 -now Paraplanning Manager @
- 2022 -2024 Paraplanner @
- 2021 -2024 Compliance Manager @
- 2019 -2021 DB Administrator and Compliance and Technical Assistant @
- 2018 -2019 Paraplanner @
- 2018 -2018 Trainee Paraplanner @
- 2017 -2017 Wealth Management Executive @
- 2015 -2017 Trainee Financial Planner @
- 2015 -2015 Administrator Central Quality Team @ Scottish Widows
- 2011 -2015 Call Consultant @ Scottish Widows
- 2011 -2011 Customer Adviser @
- 2005 -2005 Resource Management Consultant @ P & I Data Services
- 2004 -2005 Customer Services Agent @
Shelly Smith Education
- Chartered Insurance Institute
advanced diploma (AF5 Financial Planning Process)
2025-2026 - Chartered Insurance Institute
Advanced Diploma AF8 (Retirement income planning)
2024-2025 - Chartered Insurance Institute
AF7 (Pension Transfers)
2019-2019 - Chartered Insurance Institute
Diploma (Regulated Financial Planning)
2013-2017 - University of Newcastle-upon-Tyne
MA (Student representative for our course.)
2009-2010 - University of Northumbria
BSc (Sociology and Social Policy)
2006-2009
Shelly Smith Summary
- Shelly Smith, based in Kelso, GB, is currently a Paraplanning Manager at Intelligent Pensions Ltd.. Shelly Smith brings experience from previous roles at Intelligent Pensions Ltd. and Edinburgh Wealth Management Limited. Shelly Smith holds a 2025 - 2026 advanced diploma in AF5 Financial Planning Process @ Chartered Insurance Institute. Shelly Smith has 1 emails on RocketReach.
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