Paraplanner@ Foster Denovo Private Wealth
Laleham, Surrey, United Kingdom
Catrin Williams
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Tell me more about Catrin Williams?
FlashIntel GPTCatrin Williams is a highly experienced professional with 11.5 years of work experience. She has a diverse skill set including office administration, data entry, analysis, teamwork, customer service, events organization, numerical analysis, event planning, invoicing, and accounts payable. She is currently based in the United Kingdom. Catrin has worked in various roles, including Paraplanner at Foster Denovo Private Wealth, Account Manager at The Financial Planning Group, and Financial Planning Administrator at Bellpenny. She also has experience as a Planner at CEMEX and as a Finance Administrator at Red Personnel.
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Emails and Phone Numbers
Work Experience
Paraplanner
Financial Services
Catrin Williams's Professional Milestones
- Planner (2014-06-01~2014-08-01): Successfully completed multiple construction projects, achieving high quality results on schedule and within budget.
- Financial Planning Administrator (2014-09-01~2015-12-01): Streamlined financial processes, resulting in increased efficiency and accuracy for decision-making processes.
Skill
Office Administration
Data Entry
Analysis
Teamwork
Customer Service
Events Organisation
Numerical Analysis
Event Planning
Invoicing
Accounts Payable
Certification
Colleagues
Fungayi Chihaka, CIMA Dip MA, DipPFS
wealth paraplanner at foster denovo private wealth
Mitchell Elks
Paraplanner @ Foster Denovo Private Wealth
Paula Guedes APFS
chartered financial planner senior paraplanner at foster denovo private wealth
André Jordache
practice director at foster denovo private wealth - helping clients preserve and grow their wealth
Stephanie Fortescue-Davies
practice manager at foster denovo private wealth
Other Named Catrin Williams
Frequently asked questions
Catrin Williams's social media include: Linkedin,
Catrin Williams works for Foster Denovo Private Wealth
Catrin Williams's role in Foster Denovo Private Wealth is Paraplanner
Catrin Williams works in the industry of Financial Services
Catrin Williams's colleagues are Fungayi Chihaka, CIMA Dip MA, DipPFS,Mitchell Elks,Paula Guedes APFS
Catrin Williams's latest job experience is Paraplanner at Foster Denovo Private Wealth
