self-employed st james’s place accredited paraplanner@ Plus Group ™
United Kingdom
Lauren Chapman
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FlashIntel GPTLauren Chapman is a highly experienced professional with 11.7 years of work experience in financial planning, wealth management, and financial services. She has worked for reputable firms such as Plus Group (tm) and Penney Financial Partners, where she gained expertise in various roles. Lauren's goal is to become self-employed for the benefit of her children and herself, and she is currently working at St. James's Place. She is based in Shrewsbury, United Kingdom.
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Emails and Phone Numbers
About
I have been Paraplanning for a few years now after achieving the Diploma in Regulated Financial Planning in 2017. Since then I have worked for a St. James’s Place practice in Shropshire and knew I wanted to be with SJP long term. In 2022 during maternity leave I decided to end my time with the practice to become self employed for the benefit of my children, and myself. I continue to work with St. James’s Place and looking forward to my next chapter in my professional career.
Work Experience
self-employed st james’s place accredited paraplanner
Paraplanner
Financial Services
Lauren Chapman's Professional Milestones
- Assistant Paraplanner (2017-10-01~): Assisted in document creation and reporting, contributing to the successful completion of complex procurement deals.
- Production Services (2012-01-01~2013-01-01): Optimized and streamlined production processes, increasing efficiency and reducing costs.
Skill
Financial Planning
Wealth Management
Financial Services
Certification
Colleagues
Jon Campbell
Your Practice + Our Services = More business, improved quality and slicker processes
Sue McFarlane
your practice + our services = more business improved quality and slicker processes
Dani Edwards
Your Practice + Our Services = More business, improved quality and slicker processes
Bethany Houghton
partner relationship manager at plus group
Mark Lamb
we help financial advisers to get more business remain compliant & work more efficiently - paraplanning | tech solutions | administration
Other Named Lauren Chapman
Frequently asked questions
We found 1 Lauren Chapman's phone numbers
Lauren Chapman works for Plus Group ™
Lauren Chapman's role in Plus Group ™ is self-employed st james’s place accredited paraplanner
Lauren Chapman works in the industry of Financial Services
Lauren Chapman's colleagues are Jon Campbell,Sue McFarlane,Dani Edwards
Lauren Chapman's latest job experience is self-employed st james’s place accredited paraplanner at Plus Group ™
