Juliet Smith
Trainee Paraplanner at Foster Denovo
Based in Swadlincote, United Kingdom
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Seniority
Staff
Department
Finance & Accounting
Location
Swadlincote
Industry
Financial Services
Company size
336
Contact information
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j•••••••@fosterdenovo.com
Phone
5 credits+44 ••• •••• ••••
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Background
About Juliet Smith
I started my career in financial services back in June 2021. My job title at this time was assistant to the director/financial planner. I was in this role for nearly 2 years where I was the office administrator/PA to the Financial Planner, as well as coordinating the estate planning within the practice. In March 2023 I had the amazing opportunity to become a Trainee Paraplanner with Brian Mole IFA Ltd. As of 1st December 2024, Brian Mole IFA was acquired by Foster Denovo. My role has remained the same during this time and includes research and writing suitability reports.
Decision-makers
Other people at Foster Denovo
- KCManager
Kim Crabbe
Investment Division Operations Manager · Operations
- DDManager
David Droppa
Senior Client Experience Executive · Customer/Client Service
- RODirector
Ryan Oconnell
Partner · General Business & Management
- MSC-Team
Malcolm Stalker
Senior Partner · General Business & Management
- ABStaff
Amy Braid
Client Experience Administrator · Customer/Client Service
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