Paraplanning Team Leader@ Origen Financial Services
Twickenham, Richmond Upon Thames, United Kingdom
Kuljeet Flora
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Middlesex University
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Tell me more about Kuljeet Flora?
FlashIntel GPTKuljeet Flora is an experienced professional with 18.1 years of work experience in the financial services industry. Based in the United Kingdom, she has a diverse skill set that includes alternative investments, mortgage servicing, life insurance, compliance, paraplanning, suitability, general insurance, report writing, research, business strategy, communication, customer service, risk management, financial risk, management, banking, finance, strategy, and team leadership. Currently, she serves as the Paraplanning Team Leader at Origen Financial Services. Throughout her career, she has held various roles at Origen Financial Services, including Business Support Administrator and Sales Administrator.
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Emails and Phone Numbers
About
Paraplanning Team Leader at Origen Financial Services
Work Experience
Paraplanning Team Leader
Business Support Administrator
Paraplanner
Financial Services
Kuljeet Flora's Professional Milestones
- Paraplanning Team Leader (2017-09-01~): Streamlined project planning process to optimize efficiency and achieve project deadlines.
- Paraplanner (2013-07-01~2017-09-01): Contributed to the successful completion of complex projects, delivering high-quality results on time and within budget.
Education
Business Studies,
Bachelors,
Bachelor Of Arts
2001-2006Skill
Alternative Investments
Mortgage Servicing
Life Insurance
Compliance
Paraplanning
Suitability
General Insurance
Report Writing
Research
Business Strategy
Communication
Customer Service
Risk Management
Financial Risk
Management
Financial Services
Banking
Finance
Strategy
Team Leadership
Certification
Colleagues
Rob Waller
chief executive officer origen financial services
Michael Morris
director proposition and marketing at origen financial services
Alec Ramsey
Director, Risk and Compliance at Origen Financial Services
Kevin Gravener
Director, Compliance and Operations
Ben Sergi
Chief Operating Officer
Other Named Kuljeet Flora
Frequently asked questions
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We found 2 Kuljeet Flora's phone numbers
Kuljeet Flora's social media include: Linkedin,
Kuljeet Flora works for Origen Financial Services
Kuljeet Flora's role in Origen Financial Services is Paraplanning Team Leader
Kuljeet Flora works in the industry of Financial Services
Kuljeet Flora's colleagues are Rob Waller,Michael Morris,Alec Ramsey
Kuljeet Flora's latest job experience is Paraplanning Team Leader at Origen Financial Services
Kuljeet Flora's latest education in Middlesex University
