Jared Thomas

Background

About Jared Thomas

I am a dedicated financial services professional with over six years of experience in the financial services industry. Recently, I transitioned into a Compliance File Monitor role, drawing on my extensive background as a business support assistant / administrator and as a paraplanner. My experience has equipped me with a deep understanding of the financial services environment, financial planning process and my role within it. I hold a First-Class BA (Hons) in Accounting & Finance and have achieved the CII Level 4 Diploma in Regulated Financial Planning. I am currently working towards the CII Level 6 Advanced Diploma in Financial Planning, as I am committed to continuous professional development and enhancing my expertise in the industry. I feel I am an enthusiastic, informed and ambitious individual who has a real ‘thirst for knowledge’. I get along very well with people whether it is new acquaintances or old friends. I also feel I am a trustworthy and approachable individual who relishes a challenge. I enjoy problem solving, learning about history, geo-political developments and the world of business in general.