Career & Qualifications
Progression, built one credential and one conversation at a time.
A working record of my professional path in financial services, and the professional qualifications I'm studying towards — with the long-term aim of progressing into financial advice.
Experience
Present
Financial Services Operations
Experience across life and bereavement claims, policy administration, customer communication, case handling, regulated processes, documentation, internal support and financial-services operations where accuracy, trust and compliance sit at the centre.
Earlier
Foundations
Earlier roles that strengthened communication, process discipline, customer service, commercial awareness and professional confidence.
Qualifications & study
In progress
CII Diploma in Regulated Financial Planning — R01–R06
Currently studying towards this qualification. It is not yet completed — each module is marked below as in progress, planned or completed.
- R01Financial services, regulation & ethicsIn progress
- R02Investment principles & riskPlanned
- R03Personal taxationPlanned
- R04Pensions & retirement planningPlanned
- R05Financial protectionPlanned
- R06Financial planning practicePlanned