Jonathan Kidd
Paraplanner at Lowes A Saltus Business
Based in Whitley Bay, United Kingdom
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Seniority
Staff
Department
Finance & Accounting
Location
Whitley Bay
Industry
Financial Services
Company size
118
Contact information
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j•••••••@lowes.co.uk
Phone
5 credits+44 ••• •••• ••••
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Background
About Jonathan Kidd
As a Paraplanner at Lowes Financial Management, I leverage my extensive knowledge and skills to support financial planners in delivering high-quality services to clients. I have over two years of experience in this role, having previously worked as a Pension Technician within the Technical Department of the same company. In this capacity, I handled all pension queries for a team of 20+ financial planners, ensuring compliance with regulations and providing accurate information. I am passionate about helping clients achieve their financial goals and build successful long-term relationships. I have attained my Level 4 Diploma from the Chartered Insurance Institute. I am proficient in fact finding, cash flow analysis, suitability report writing, and working with a full range of tax wrappers and investment providers. I am always eager to learn new skills and expand my knowledge in the field of financial planning.
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