Senior Paraplanner and Office Manager
Judith joined Self Invested Portfolios in July 2013. She comes with previous financial services experience from employment at Rock Financial Consultants and Ascot Lloyd Financial Services.
Judith gained invaluable experience as a Data Analyst during her service in the Royal Air Force which has helped her in her different roles in financial services. Her responsibilities include the review of client portfolio’s, the construction of portfolio recommendation reports, and the implementation of clients decisions in relation to their retirement and investment decisions.
She is currently studying for a Diploma in Regulated Financial Planning.
Georgina joined the SIP team as a Paraplanner in September 2017 after relocating from Worcester.
She has worked in Financial Services for over 5 years for large companies based in the West Midlands, and started her career specialising in Auto Enrolment, eventually moving into a Paraplanner role in 2015.
Gina is currently studying towards her Diploma in Financial Planning to complement her degree in Business Management.
Alex joined SIP in 2016 in a junior paraplanner role having recently worked in estate agency. Alex also holds a degree in mathematics from Swansea University.
Alex’s job role includes basic paraplanning (document management), investment research and portfolio building and more recently in-depth report writing and preparation for defined benefits pension transfers.
Alex is currently studying for qualifications as a chartered financial analyst to further his role in investment research.
Zoe joined SIP in February 2018 after working in a local mortgage club as a financial assistant. She has also recently completed a degree in Accounting and Finance with Law at Aberystwyth University. Zoe is working as a Trainee Paraplanner and is planning on completing the paraplanner exams in the future. Her role involves data and analysis gathering, preparatory work and general administrational tasks.
I have been working at SIP Wealth Management since June as a trainee, where I have been handling administrative and research queries. I primarily specialise in preparatory work, providing the necessary information to advisers prior to their meetings with clients. I hope to develop my skills further with the support of the company training program, and plan to sit Para Planning exams in the future.