Morgan Leask
Associate Director, Financial Planning at 7im Private Client
Based in Glasgow, United Kingdom
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Seniority
Director
Department
Finance & Accounting
Location
Glasgow
Industry
Financial Services
Company size
15
Contact information
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m•••••••@7im.co.uk
Phone
5 credits+44 ••• •••• ••••
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Background
About Morgan Leask
I have recently achieved my Diploma in Regulated Financial Planning and I was awarded New Paraplanner of the Year 2023 in July. I was promoted to Paraplanner at the end of 2021 after excelling in financial administration. I throughly enjoyed working within financial planning during university whilst competing my degree in Finance, Investment and Risk. This gave me the step I needed to pursue my career within financial services. I am a hardworking, motivated, and responsible employee. I can work well in a team environment and I can also use my own initiative. I am very organised and keep great diary management to ensure I meet all deadlines and targets. I have great communication and interpersonal skills. With one of my favourite parts being relationship building with clients. I have excellent computer skills, for example, I am confident in Office 365, Intelligent Office, Curo, Voyant Cash flow modelling and Xplan. I have recently discovered a love for process management and this is something I would like to explore in more depth.
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